+1,056.2%
DOV vs ITUB
+1,959.7%
-903.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -1.0% | +0.4% |
| 7D | +2.5% | +8.2% | -5.7% | +0.1% |
| 30D | -7.5% | +4.7% | -12.2% | -8.9% |
| 3M | -9.7% | +13.0% | -22.7% | -13.1% |
| 6M | -6.1% | +4.2% | -10.3% | -7.7% |
| YTD | +0.5% | +18.6% | -18.1% | -5.2% |
| 1Y | +10.5% | +31.3% | -20.7% | +0.9% |
| 3Y | +41.7% | +124.9% | -83.2% | +8.3% |
| 5Y | +18.4% | +195.6% | -177.2% | -19.8% |
| 10Y | +289.8% | +196.4% | +93.4% | +138.0% |
| All | +1,056.2% | +1,959.7% | -903.5% | +295.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling