+1,006.1%
WDC vs ITUB
+178.1%
+828.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.9% |
| 7D | +7.5% | 0.0% | +7.5% | +7.4% |
| 30D | +10.1% | +2.6% | +7.5% | +8.9% |
| 3M | -6.8% | +8.4% | -15.2% | -9.2% |
| 6M | +84.1% | -0.5% | +84.7% | +84.0% |
| YTD | +180.3% | +15.3% | +165.0% | +171.2% |
| 1Y | +411.1% | +28.7% | +382.4% | +380.4% |
| 3Y | +1,375.0% | +118.7% | +1,256.3% | +1,115.8% |
| All | +1,006.1% | +178.1% | +828.0% | +722.2% |
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 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