-73.5%
OPEN vs ITUB
+31.4%
-104.9%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.5% |
| 7D | -11.4% | +2.2% | -13.6% | -12.5% |
| 30D | -20.1% | +12.6% | -32.7% | -24.9% |
| 3M | -37.6% | +6.4% | -44.0% | -40.1% |
| 6M | -47.1% | +0.6% | -47.7% | -48.2% |
| YTD | -52.1% | +18.8% | -71.0% | -57.7% |
| 1Y | -73.5% | +31.0% | -104.5% | -77.2% |
| All | -73.5% | +31.4% | -104.9% | -77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ITUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling