+423.9%
ZBRA vs ITUB
+220.1%
+203.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.5% | +1.8% |
| 7D | -3.4% | +2.2% | -5.6% | -4.0% |
| 30D | -7.4% | +12.6% | -20.0% | -10.2% |
| 3M | +57.5% | +6.4% | +51.1% | +54.2% |
| 6M | +64.0% | +0.6% | +63.4% | +62.6% |
| YTD | +44.3% | +18.8% | +25.4% | +36.8% |
| 1Y | +10.9% | +31.0% | -20.1% | +2.4% |
| 3Y | +37.5% | +118.1% | -80.6% | +10.1% |
| 5Y | -39.7% | +193.0% | -232.7% | -56.8% |
| All | +423.9% | +220.1% | +203.8% | +233.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling