+299.5%
IOVA vs ITUB
+30.8%
+268.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.4% |
| 7D | +9.7% | +8.7% | +1.0% | +5.9% |
| 30D | +102.5% | -0.7% | +103.2% | +103.7% |
| 3M | +100.7% | +7.8% | +92.9% | +91.1% |
| 6M | +106.3% | -3.4% | +109.7% | +109.7% |
| YTD | +222.0% | +16.3% | +205.7% | +218.5% |
| 1Y | +299.5% | +29.8% | +269.7% | +266.8% |
| All | +299.5% | +30.8% | +268.8% | +266.8% |
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