+128.4%
POET vs ITUB
+120.9%
+7.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.2% | +4.5% |
| 7D | +0.4% | +2.2% | -1.8% | -0.5% |
| 30D | -10.4% | +12.6% | -23.0% | -14.8% |
| 3M | -29.3% | +6.4% | -35.7% | -31.5% |
| 6M | +6.9% | +0.6% | +6.3% | +6.4% |
| YTD | +25.6% | +18.8% | +6.7% | +20.6% |
| 1Y | +49.2% | +31.0% | +18.1% | +40.3% |
| 3Y | +128.4% | +118.1% | +10.4% | +147.5% |
| All | +128.4% | +120.9% | +7.6% | +147.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling