+601.8%
SMTC vs ITUB
+114.2%
+487.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.6% | +2.3% |
| 7D | +22.5% | 0.0% | +22.5% | +22.5% |
| 30D | +24.9% | +2.6% | +22.3% | +22.9% |
| 3M | +4.1% | +8.4% | -4.4% | -0.7% |
| 6M | +92.6% | -0.5% | +93.1% | +91.5% |
| YTD | +122.5% | +15.3% | +107.2% | +104.3% |
| 1Y | +166.2% | +28.7% | +137.5% | +129.1% |
| All | +601.8% | +114.2% | +487.6% | +335.4% |
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