+421.3%
THC vs ITUB
+81.0%
+340.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.6% |
| 7D | +1.0% | +1.9% | -0.9% | +0.7% |
| 30D | +5.3% | -22.2% | +27.5% | +8.6% |
| 3M | +7.1% | +2.7% | +4.4% | +4.6% |
| 6M | +46.0% | -3.0% | +49.0% | +43.6% |
| YTD | +43.9% | +7.5% | +36.4% | +37.4% |
| 1Y | +45.4% | +10.5% | +35.0% | +37.7% |
| 3Y | +421.3% | +81.0% | +340.3% | +321.3% |
| All | +421.3% | +81.0% | +340.3% | +321.3% |
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