+26.7%
Q vs ITUB
+26.5%
+0.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +2.2% |
| 7D | +0.2% | +8.7% | -8.5% | -4.7% |
| 30D | -11.1% | -0.7% | -10.4% | -10.6% |
| 3M | -22.1% | +7.8% | -29.9% | -26.8% |
| 6M | +0.5% | -3.4% | +3.9% | +1.5% |
| YTD | +47.8% | +16.3% | +31.5% | +36.2% |
| All | +26.7% | +26.5% | +0.2% | +5.5% |
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 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