+102.4%
STX vs ITUB
+8.3%
+94.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.2% | -5.3% | -3.7% |
| 7D | +14.6% | +1.9% | +12.7% | +14.1% |
| 30D | -26.0% | -22.2% | -3.8% | -21.3% |
| 3M | -42.6% | +2.7% | -45.3% | -46.7% |
| 6M | -35.3% | -3.0% | -32.3% | -37.7% |
| YTD | +92.5% | +7.5% | +84.9% | +82.5% |
| 1Y | +102.4% | +10.5% | +91.9% | +91.8% |
| All | +102.4% | +8.3% | +94.1% | +91.8% |
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