+325.3%
STX vs ITUB
+31.4%
+293.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -3.9% |
| 7D | -2.3% | +2.2% | -4.5% | -3.4% |
| 30D | -5.5% | +12.6% | -18.1% | -11.9% |
| 3M | -4.3% | +6.4% | -10.7% | -7.3% |
| 6M | +115.6% | +0.6% | +115.0% | +112.8% |
| YTD | +202.2% | +18.8% | +183.3% | +170.1% |
| 1Y | +325.3% | +31.0% | +294.3% | +236.5% |
| All | +325.3% | +31.4% | +293.9% | +236.5% |
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