+443.6%
TEAM vs ITUB
+175.8%
+267.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -1.8% |
| 7D | -2.4% | +1.9% | -4.3% | -2.6% |
| 30D | -26.7% | -22.2% | -4.5% | -24.8% |
| 3M | -9.6% | +2.7% | -12.3% | -10.3% |
| 6M | +86.0% | -3.0% | +89.0% | +84.9% |
| YTD | -7.5% | +7.5% | -15.0% | -10.0% |
| 1Y | -1.4% | +10.5% | -11.8% | -4.5% |
| 3Y | -14.3% | +81.0% | -95.3% | -23.0% |
| 5Y | -66.3% | +181.8% | -248.1% | -71.5% |
| All | +443.6% | +175.8% | +267.8% | +344.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling