+41.9%
SHW vs ITUB
+81.0%
-39.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.5% |
| 7D | +1.9% | +1.9% | 0.0% | +1.6% |
| 30D | +8.1% | -22.2% | +30.2% | +11.6% |
| 3M | -2.8% | +2.7% | -5.5% | -5.1% |
| 6M | +15.0% | -3.0% | +18.0% | +13.3% |
| YTD | +9.0% | +7.5% | +1.5% | +5.1% |
| 1Y | +4.5% | +10.5% | -6.0% | +0.1% |
| 3Y | +41.9% | +81.0% | -39.1% | +20.2% |
| All | +41.9% | +81.0% | -39.1% | +20.2% |
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