-75.7%
PATH vs ITUB
+173.6%
-249.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.9% | -15.8% | -16.4% |
| 7D | -16.3% | +8.7% | -25.0% | -18.3% |
| 30D | +9.9% | -0.7% | +10.6% | +9.9% |
| 3M | +30.2% | +7.8% | +22.4% | +26.4% |
| 6M | +37.2% | -3.4% | +40.6% | +37.0% |
| YTD | -7.3% | +16.3% | -23.6% | -13.9% |
| 1Y | +40.0% | +29.8% | +10.2% | +24.6% |
| 3Y | -4.4% | +111.1% | -115.5% | -29.7% |
| All | -75.7% | +173.6% | -249.2% | -84.1% |
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