+120.1%
SMTC vs ITUB
+186.2%
-66.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +5.0% |
| 7D | +13.1% | +2.2% | +10.9% | +12.2% |
| 30D | +19.5% | +12.6% | +6.8% | +14.5% |
| 3M | +2.2% | +6.4% | -4.2% | -0.1% |
| 6M | +94.9% | +0.6% | +94.3% | +93.7% |
| YTD | +127.0% | +18.8% | +108.1% | +114.2% |
| 1Y | +174.6% | +31.0% | +143.6% | +151.0% |
| 3Y | +615.9% | +118.1% | +497.8% | +470.3% |
| All | +120.1% | +186.2% | -66.0% | +65.0% |
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 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