+45.8%
TNA vs ITUB
+31.4%
+14.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.8% |
| 7D | -7.3% | +2.2% | -9.5% | -9.0% |
| 30D | -14.2% | +12.6% | -26.8% | -22.6% |
| 3M | -4.6% | +6.4% | -11.0% | -11.1% |
| 6M | +36.9% | +0.6% | +36.3% | +34.6% |
| YTD | +42.5% | +18.8% | +23.7% | +24.8% |
| 1Y | +45.8% | +31.0% | +14.8% | +12.7% |
| All | +45.8% | +31.4% | +14.4% | +12.7% |
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