+150.5%
SPMO vs ITUB
+186.2%
-35.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.5% |
| 7D | -0.9% | +2.2% | -3.2% | -1.4% |
| 30D | -1.9% | +12.6% | -14.5% | -4.5% |
| 3M | -1.4% | +6.4% | -7.8% | -2.8% |
| 6M | +25.5% | +0.6% | +24.9% | +24.9% |
| YTD | +24.8% | +18.8% | +6.0% | +20.0% |
| 1Y | +24.5% | +31.0% | -6.5% | +17.1% |
| 3Y | +157.1% | +118.1% | +39.1% | +116.8% |
| All | +150.5% | +186.2% | -35.6% | +94.7% |
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