-33.5%
TEM vs ITUB
+31.4%
-64.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | -8.7% | +2.2% | -10.9% | -9.5% |
| 30D | +8.1% | +12.6% | -4.6% | +2.8% |
| 3M | +19.0% | +6.4% | +12.6% | +14.9% |
| 6M | +12.0% | +0.6% | +11.4% | +11.1% |
| YTD | -0.1% | +18.8% | -18.9% | -4.1% |
| 1Y | -33.5% | +31.0% | -64.5% | -38.9% |
| All | -33.5% | +31.4% | -64.9% | -38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling