+3,340.1%
V vs ITUB
+156.5%
+3,183.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | 0.0% |
| 7D | -2.3% | +3.7% | -6.1% | -3.3% |
| 30D | +9.5% | -24.9% | +34.4% | +17.2% |
| 3M | +17.5% | +0.8% | +16.7% | +15.5% |
| 6M | +32.2% | -6.6% | +38.8% | +32.1% |
| YTD | +22.3% | +7.8% | +14.5% | +16.6% |
| 1Y | +26.8% | +7.4% | +19.4% | +20.8% |
| 3Y | +77.5% | +78.8% | -1.3% | +44.0% |
| 5Y | +110.1% | +179.9% | -69.8% | +45.1% |
| 10Y | +458.8% | +170.9% | +287.9% | +250.9% |
| All | +3,340.1% | +156.5% | +3,183.6% | +1,543.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling