+1.4%
UAL vs ITUB
+28.5%
-27.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.7% | +0.5% |
| 7D | -1.1% | 0.0% | -1.1% | -1.2% |
| 30D | -13.4% | +2.6% | -16.0% | -15.0% |
| 3M | -2.3% | +8.4% | -10.7% | -7.7% |
| 6M | +13.3% | -0.5% | +13.9% | +12.4% |
| YTD | -4.2% | +15.3% | -19.5% | -7.3% |
| 1Y | +1.4% | +28.7% | -27.3% | -11.1% |
| All | +1.4% | +28.5% | -27.1% | -11.1% |
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