+338.3%
SU vs ITUB
+186.2%
+152.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +2.2% | +2.2% | 0.0% | +1.7% |
| 30D | +8.4% | +12.6% | -4.2% | +5.6% |
| 3M | +12.1% | +6.4% | +5.7% | +10.3% |
| 6M | +19.7% | +0.6% | +19.1% | +18.5% |
| YTD | +58.4% | +18.8% | +39.6% | +49.9% |
| 1Y | +67.2% | +31.0% | +36.2% | +53.9% |
| 3Y | +125.0% | +118.1% | +7.0% | +77.0% |
| All | +338.3% | +186.2% | +152.1% | +201.6% |
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