-81.2%
PATH vs ITUB
+198.6%
-279.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -0.7% |
| 7D | -2.7% | +5.5% | -8.2% | -4.0% |
| 30D | -3.7% | -25.6% | +21.8% | +2.8% |
| 3M | -13.8% | -4.7% | -9.1% | -14.4% |
| 6M | +20.3% | -8.6% | +28.9% | +20.1% |
| YTD | -20.8% | +7.9% | -28.7% | -26.1% |
| 1Y | -9.2% | +11.2% | -20.4% | -16.3% |
| 3Y | -21.8% | +82.6% | -104.4% | -40.0% |
| 5Y | -77.4% | +192.7% | -270.1% | -85.5% |
| All | -81.2% | +198.6% | -279.8% | -87.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling