+294.9%
ZETA vs ITUB
+181.1%
+113.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.8% | -2.3% |
| 7D | +18.1% | +1.9% | +16.2% | +17.4% |
| 30D | +13.6% | -22.2% | +35.8% | +21.2% |
| 3M | +23.7% | +2.7% | +21.0% | +20.1% |
| 6M | +128.5% | -3.0% | +131.5% | +124.3% |
| YTD | +80.1% | +7.5% | +72.6% | +70.5% |
| 1Y | +98.0% | +10.5% | +87.5% | +85.3% |
| 3Y | +348.6% | +81.0% | +267.6% | +262.1% |
| All | +294.9% | +181.1% | +113.8% | +148.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling