+183.7%
TECH vs ITUB
+220.1%
-36.4%
-67.2%
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 | -0.4% | +2.2% | -2.6% | -0.8% |
| 30D | 0.0% | +12.6% | -12.7% | -2.0% |
| 3M | +33.7% | +6.4% | +27.2% | +32.0% |
| 6M | +34.9% | +0.6% | +34.3% | +34.4% |
| YTD | +23.2% | +18.8% | +4.3% | +19.3% |
| 1Y | +36.3% | +31.0% | +5.3% | +29.8% |
| 3Y | +2.3% | +118.1% | -115.8% | -10.7% |
| 5Y | -42.9% | +193.0% | -235.9% | -53.2% |
| All | +183.7% | +220.1% | -36.4% | +121.9% |
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 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