+208.8%
WELL vs ITUB
+186.4%
+22.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.2% |
| 7D | -1.1% | 0.0% | -1.1% | -1.1% |
| 30D | +0.7% | +2.6% | -1.8% | +0.3% |
| 3M | +14.5% | +8.4% | +6.1% | +12.9% |
| 6M | +14.4% | -0.5% | +15.0% | +14.1% |
| YTD | +28.5% | +15.3% | +13.2% | +24.8% |
| 1Y | +41.8% | +28.7% | +13.1% | +35.0% |
| 3Y | +202.8% | +118.7% | +84.2% | +160.9% |
| 5Y | +208.8% | +182.7% | +26.1% | +141.9% |
| All | +208.8% | +186.4% | +22.5% | +141.9% |
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