-8.8%
SMCI vs ITUB
+31.4%
-40.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.1% |
| 7D | +1.3% | +2.2% | -0.9% | +0.1% |
| 30D | +6.6% | +12.6% | -6.0% | -0.3% |
| 3M | +25.4% | +6.4% | +19.0% | +20.4% |
| 6M | +26.1% | +0.6% | +25.5% | +24.5% |
| YTD | +37.0% | +18.8% | +18.2% | +31.9% |
| 1Y | -8.8% | +31.0% | -39.8% | -16.0% |
| All | -8.8% | +31.4% | -40.1% | -16.0% |
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