+2,876.9%
TQQQ vs ITUB
+220.1%
+2,656.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.3% |
| 7D | -1.9% | +2.2% | -4.1% | -3.4% |
| 30D | -4.9% | +12.6% | -17.5% | -12.1% |
| 3M | -6.4% | +6.4% | -12.8% | -10.7% |
| 6M | +44.4% | +0.6% | +43.8% | +43.4% |
| YTD | +35.2% | +18.8% | +16.3% | +20.7% |
| 1Y | +49.5% | +31.0% | +18.5% | +25.2% |
| 3Y | +250.7% | +118.1% | +132.6% | +112.3% |
| 5Y | +104.7% | +193.0% | -88.3% | -2.7% |
| All | +2,876.9% | +220.1% | +2,656.8% | +1,310.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling