+41.1%
WWD vs ITUB
+31.4%
+9.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.2% |
| 7D | -2.6% | +2.2% | -4.8% | -3.4% |
| 30D | -6.9% | +12.6% | -19.5% | -11.0% |
| 3M | -13.0% | +6.4% | -19.5% | -15.6% |
| 6M | -12.5% | +0.6% | -13.0% | -13.3% |
| YTD | +11.8% | +18.8% | -7.0% | +7.0% |
| 1Y | +41.1% | +31.0% | +10.0% | +30.3% |
| All | +41.1% | +31.4% | +9.7% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling