+54.1%
OUST vs ITUB
+8.1%
+46.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -1.1% |
| 7D | +14.0% | +3.7% | +10.2% | +12.0% |
| 30D | +2.5% | -24.9% | +27.5% | +16.5% |
| 3M | -15.3% | +0.8% | -16.1% | -20.7% |
| 6M | +42.6% | -6.6% | +49.2% | +39.9% |
| YTD | +76.6% | +7.8% | +68.8% | +49.0% |
| 1Y | +54.1% | +7.4% | +46.7% | +30.2% |
| All | +54.1% | +8.1% | +46.0% | +30.2% |
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