-34.6%
QID vs ITUB
+31.4%
-66.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.1% | -1.6% |
| 7D | +1.3% | +2.2% | -0.9% | +2.3% |
| 30D | +2.9% | +12.6% | -9.7% | +9.0% |
| 3M | -0.7% | +6.4% | -7.1% | +2.6% |
| 6M | -29.7% | +0.6% | -30.3% | -27.9% |
| YTD | -27.9% | +18.8% | -46.7% | -21.1% |
| 1Y | -34.6% | +31.0% | -65.6% | -21.8% |
| All | -34.6% | +31.4% | -66.0% | -21.8% |
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