+246.7%
THC vs ITUB
+125.3%
+121.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.0% | -4.2% | -2.6% |
| 7D | -2.6% | +8.2% | -10.8% | -4.1% |
| 30D | -1.2% | +4.7% | -5.9% | -2.2% |
| 3M | +58.9% | +13.0% | +45.9% | +54.2% |
| 6M | +9.3% | +4.2% | +5.2% | +7.7% |
| YTD | +30.4% | +18.6% | +11.8% | +24.1% |
| 1Y | +34.6% | +31.3% | +3.3% | +24.4% |
| 3Y | +246.7% | +124.9% | +121.8% | +163.8% |
| All | +246.7% | +125.3% | +121.4% | +163.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling