+265.5%
WPM vs ITUB
+120.9%
+144.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +1.9% |
| 7D | -0.6% | +2.2% | -2.8% | -1.5% |
| 30D | +14.4% | +12.6% | +1.8% | +8.9% |
| 3M | +37.0% | +6.4% | +30.6% | +32.8% |
| 6M | +4.1% | +0.6% | +3.5% | +3.3% |
| YTD | +31.7% | +18.8% | +12.9% | +24.7% |
| 1Y | +44.2% | +31.0% | +13.2% | +32.2% |
| 3Y | +265.5% | +118.1% | +147.4% | +180.2% |
| All | +265.5% | +120.9% | +144.6% | +180.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling