+303.6%
SIMO vs ITUB
+181.4%
+122.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.0% | +4.2% | +5.8% |
| 7D | +14.6% | +8.2% | +6.4% | +12.9% |
| 30D | +6.2% | +4.7% | +1.5% | +5.3% |
| 3M | +3.6% | +13.0% | -9.5% | +1.6% |
| 6M | +130.8% | +4.2% | +126.6% | +128.0% |
| YTD | +195.8% | +18.6% | +177.2% | +185.8% |
| 1Y | +225.0% | +31.3% | +193.8% | +208.3% |
| 3Y | +452.3% | +124.9% | +327.4% | +383.8% |
| 5Y | +303.6% | +195.6% | +108.0% | +241.7% |
| All | +303.6% | +181.4% | +122.2% | +241.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling