+33.0%
Q vs ITUB
+29.3%
+3.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.4% | +2.1% | +2.3% |
| 7D | +4.9% | +2.2% | +2.7% | +3.5% |
| 30D | -11.0% | +12.6% | -23.6% | -17.4% |
| 3M | -15.2% | +6.4% | -21.6% | -19.3% |
| 6M | +8.8% | +0.6% | +8.2% | +7.1% |
| YTD | +55.1% | +18.8% | +36.2% | +41.0% |
| All | +33.0% | +29.3% | +3.7% | +9.1% |
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 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