+47.7%
THC vs ITUB
+8.1%
+39.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.2% | +0.8% |
| 7D | +0.2% | +3.7% | -3.5% | 0.0% |
| 30D | +9.0% | -24.9% | +33.9% | +10.3% |
| 3M | +12.9% | +0.8% | +12.1% | +11.3% |
| 6M | +52.8% | -6.6% | +59.5% | +51.3% |
| YTD | +47.4% | +7.8% | +39.6% | +43.1% |
| 1Y | +47.7% | +7.4% | +40.4% | +43.5% |
| All | +47.7% | +8.1% | +39.7% | +43.5% |
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