-39.2%
OPEN vs ITUB
+77.2%
-116.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.4% | -7.1% | -8.6% |
| 7D | -31.0% | +1.1% | -32.1% | -31.3% |
| 30D | -41.5% | -25.4% | -16.0% | -35.3% |
| 3M | -64.6% | -0.3% | -64.3% | -66.4% |
| 6M | -73.8% | -8.0% | -65.8% | -74.2% |
| YTD | -78.8% | +5.2% | -84.0% | -80.6% |
| 1Y | -86.8% | +7.4% | -94.2% | -88.1% |
| All | -39.2% | +77.2% | -116.3% | -65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling