-75.2%
PATH vs ITUB
+181.1%
-256.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.8% |
| 7D | +2.1% | +1.9% | +0.2% | +1.6% |
| 30D | +1.6% | -22.2% | +23.8% | +7.2% |
| 3M | -20.4% | +2.7% | -23.2% | -22.8% |
| 6M | +40.1% | -3.0% | +43.1% | +37.1% |
| YTD | -19.0% | +7.5% | -26.6% | -24.7% |
| 1Y | -5.8% | +10.5% | -16.3% | -13.4% |
| 3Y | -22.9% | +81.0% | -103.9% | -41.7% |
| All | -75.2% | +181.1% | -256.4% | -84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling