+2,684.0%
SNDK vs ITUB
+30.8%
+2,653.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.9% | +12.7% | +12.7% |
| 7D | +17.2% | +8.7% | +8.5% | +7.5% |
| 30D | +28.8% | -0.7% | +29.5% | +29.5% |
| 3M | -1.1% | +7.8% | -8.9% | -7.2% |
| 6M | +190.5% | -3.4% | +193.9% | +203.0% |
| YTD | +633.0% | +16.3% | +616.7% | +532.3% |
| 1Y | +2,684.0% | +29.8% | +2,654.2% | +1,733.4% |
| All | +2,684.0% | +30.8% | +2,653.2% | +1,733.4% |
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 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