-77.1%
PATH vs ITUB
+182.0%
-259.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.1% | -0.6% |
| 7D | -2.3% | +4.9% | -7.2% | -3.4% |
| 30D | -4.8% | -27.2% | +22.4% | +2.3% |
| 3M | -17.7% | -6.1% | -11.6% | -18.1% |
| 6M | +18.9% | -10.7% | +29.6% | +19.3% |
| YTD | -21.7% | +5.5% | -27.2% | -26.9% |
| 1Y | -9.6% | +7.8% | -17.5% | -16.5% |
| 3Y | -25.8% | +75.0% | -100.8% | -43.5% |
| 5Y | -77.1% | +178.6% | -255.7% | -86.0% |
| All | -77.1% | +182.0% | -259.0% | -86.0% |
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