+210.4%
URI vs ITUB
+181.4%
+29.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.4% | 0.0% |
| 7D | +2.5% | +8.2% | -5.7% | +0.3% |
| 30D | -12.5% | +4.7% | -17.2% | -13.7% |
| 3M | -6.2% | +13.0% | -19.2% | -9.7% |
| 6M | +25.9% | +4.2% | +21.7% | +23.3% |
| YTD | +26.2% | +18.6% | +7.6% | +18.6% |
| 1Y | +5.5% | +31.3% | -25.8% | -4.0% |
| 3Y | +125.0% | +124.9% | +0.1% | +71.9% |
| 5Y | +210.4% | +195.6% | +14.8% | +114.3% |
| All | +210.4% | +181.4% | +29.0% | +114.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling