+494.4%
TEAM vs ITUB
+220.1%
+274.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -5.2% | +2.2% | -7.4% | -5.5% |
| 30D | +15.8% | +12.6% | +3.1% | +14.1% |
| 3M | +101.5% | +6.4% | +95.0% | +99.2% |
| 6M | +138.2% | +0.6% | +137.6% | +136.6% |
| YTD | +10.8% | +18.8% | -8.0% | +7.1% |
| 1Y | +1.7% | +31.0% | -29.3% | -3.2% |
| 3Y | -16.0% | +118.1% | -134.1% | -25.8% |
| 5Y | -52.7% | +193.0% | -245.7% | -60.1% |
| All | +494.4% | +220.1% | +274.3% | +373.4% |
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