+292.2%
DOV vs ITUB
+220.1%
+72.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -2.0% | +2.2% | -4.2% | -2.6% |
| 30D | -8.9% | +12.6% | -21.5% | -11.7% |
| 3M | -13.3% | +6.4% | -19.7% | -14.8% |
| 6M | -9.7% | +0.6% | -10.3% | -10.2% |
| YTD | -2.5% | +18.8% | -21.3% | -7.3% |
| 1Y | +7.2% | +31.0% | -23.8% | -0.8% |
| 3Y | +39.4% | +118.1% | -78.7% | +11.5% |
| 5Y | +15.8% | +193.0% | -177.2% | -17.1% |
| All | +292.2% | +220.1% | +72.1% | +159.5% |
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