+72.4%
UBER vs ITUB
+108.6%
-36.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | -5.4% | +2.2% | -7.6% | -6.1% |
| 30D | -4.9% | +12.6% | -17.5% | -8.7% |
| 3M | +3.0% | +6.4% | -3.4% | +0.4% |
| 6M | -4.4% | +0.6% | -5.0% | -5.5% |
| YTD | -12.3% | +18.8% | -31.1% | -18.7% |
| 1Y | -24.3% | +31.0% | -55.3% | -32.4% |
| 3Y | +46.4% | +118.1% | -71.6% | +6.0% |
| 5Y | +79.7% | +193.0% | -113.4% | +9.9% |
| All | +72.4% | +108.6% | -36.2% | +19.2% |
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