-57.6%
FISV vs ITUB
+120.9%
-178.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +5.1% | +5.4% |
| 7D | -2.7% | +2.2% | -4.9% | -2.9% |
| 30D | 0.0% | +12.6% | -12.6% | -1.0% |
| 3M | -2.8% | +6.4% | -9.2% | -3.6% |
| 6M | -11.8% | +0.6% | -12.4% | -12.2% |
| YTD | -23.2% | +18.8% | -42.1% | -24.8% |
| 1Y | -62.0% | +31.0% | -93.0% | -63.2% |
| 3Y | -57.6% | +118.1% | -175.7% | -64.0% |
| All | -57.6% | +120.9% | -178.5% | -64.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling