-22.0%
QID vs ITUB
+9.0%
-31.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.3% | -5.1% | -0.9% |
| 7D | +9.8% | -1.6% | +11.4% | +9.4% |
| 30D | +18.9% | -26.6% | +45.5% | +9.9% |
| 3M | +9.6% | -11.1% | +20.7% | +9.7% |
| 6M | -7.8% | -13.1% | +5.3% | -8.0% |
| YTD | -23.3% | +3.9% | -27.2% | -18.3% |
| 1Y | -22.0% | +9.8% | -31.8% | -12.1% |
| All | -22.0% | +9.0% | -31.0% | -12.1% |
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