+11.6%
SWKS vs ITUB
+77.2%
-65.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.4% | +5.1% | +3.2% |
| 7D | +10.9% | +1.1% | +9.8% | +10.6% |
| 30D | +17.6% | -25.4% | +43.0% | +23.4% |
| 3M | +29.2% | -0.3% | +29.5% | +25.8% |
| 6M | +37.0% | -8.0% | +44.9% | +35.3% |
| YTD | +44.9% | +5.2% | +39.7% | +36.4% |
| 1Y | +33.8% | +7.4% | +26.4% | +24.9% |
| All | +11.6% | +77.2% | -65.6% | -9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling