-3.7%
FISV vs ITUB
+9.0%
-12.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.3% | +3.0% | +5.9% |
| 7D | +29.6% | -1.6% | +31.3% | +29.8% |
| 30D | +34.5% | -26.6% | +61.1% | +38.8% |
| 3M | +11.2% | -11.1% | +22.3% | +12.0% |
| 6M | -1.2% | -13.1% | +11.9% | -0.6% |
| YTD | -7.6% | +3.9% | -11.5% | -10.5% |
| 1Y | -3.7% | +9.8% | -13.5% | -8.6% |
| All | -3.7% | +9.0% | -12.7% | -8.6% |
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