+27.7%
ZBRA vs ITUB
+9.0%
+18.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.3% | -2.4% | +0.5% |
| 7D | -13.6% | -1.6% | -12.0% | -13.4% |
| 30D | -11.5% | -26.6% | +15.1% | -9.0% |
| 3M | -9.9% | -11.1% | +1.2% | -9.4% |
| 6M | +48.6% | -13.1% | +61.7% | +49.2% |
| YTD | +36.9% | +3.9% | +33.0% | +30.4% |
| 1Y | +27.7% | +9.8% | +17.9% | +17.9% |
| All | +27.7% | +9.0% | +18.7% | +17.9% |
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 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