+16.5%
ZBRA vs ITUB
+30.8%
-14.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.3% | +1.6% |
| 7D | +1.8% | +8.7% | -6.9% | +0.2% |
| 30D | -1.7% | -0.7% | -1.0% | -1.6% |
| 3M | +47.8% | +7.8% | +40.0% | +42.7% |
| 6M | +56.7% | -3.4% | +60.2% | +56.6% |
| YTD | +49.4% | +16.3% | +33.1% | +37.7% |
| 1Y | +16.5% | +29.8% | -13.3% | -2.0% |
| All | +16.5% | +30.8% | -14.2% | -2.0% |
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