-8.1%
PATH vs ITUB
+5.2%
-13.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.3% |
| 7D | +0.7% | +1.1% | -0.4% | +0.7% |
| 30D | -1.1% | -25.4% | +24.3% | -1.7% |
| 3M | -14.2% | -0.3% | -13.9% | -13.6% |
| 6M | +30.9% | -8.0% | +38.8% | +30.4% |
| YTD | -20.1% | +5.2% | -25.3% | -22.7% |
| 1Y | -8.1% | +7.4% | -15.5% | -11.8% |
| All | -8.1% | +5.2% | -13.3% | -11.8% |
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