-5.3%
PATH vs ITUB
+9.0%
-14.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.3% | -0.4% | +2.9% |
| 7D | -4.8% | -1.6% | -3.2% | -4.8% |
| 30D | +2.7% | -26.6% | +29.3% | +2.2% |
| 3M | -4.2% | -11.1% | +6.9% | -4.4% |
| 6M | +24.7% | -13.1% | +37.8% | +24.4% |
| YTD | -17.6% | +3.9% | -21.4% | -20.8% |
| 1Y | -5.3% | +9.8% | -15.1% | -12.3% |
| All | -5.3% | +9.0% | -14.3% | -12.3% |
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