+740.1%
TEAM vs ITUB
+362.5%
+377.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.0% | -8.9% | -7.2% |
| 7D | -5.7% | +8.2% | -13.9% | -6.5% |
| 30D | +18.3% | +4.7% | +13.6% | +17.7% |
| 3M | +80.2% | +13.0% | +67.2% | +76.9% |
| 6M | +111.0% | +4.2% | +106.8% | +108.7% |
| YTD | +8.8% | +18.6% | -9.8% | +5.4% |
| 1Y | +2.2% | +31.3% | -29.1% | -2.5% |
| 3Y | -14.6% | +124.9% | -139.5% | -24.3% |
| 5Y | -53.8% | +195.6% | -249.4% | -60.6% |
| 10Y | +475.2% | +196.4% | +278.8% | +378.8% |
| All | +740.1% | +362.5% | +377.6% | +451.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling