+166.6%
SLV vs ITUB
+194.5%
-27.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.7% | -1.3% |
| 7D | +2.5% | +8.2% | -5.7% | +0.4% |
| 30D | +3.3% | +4.7% | -1.4% | +1.9% |
| 3M | -3.6% | +13.0% | -16.6% | -6.7% |
| 6M | -21.8% | +4.2% | -26.0% | -22.7% |
| YTD | -7.8% | +18.6% | -26.4% | -10.3% |
| 1Y | +58.3% | +31.3% | +27.0% | +51.1% |
| 3Y | +182.6% | +124.9% | +57.7% | +142.7% |
| All | +166.6% | +194.5% | -27.9% | +115.7% |
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