+242.0%
IOVA vs ITUB
+31.7%
+210.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.7% | -6.2% | -4.5% |
| 7D | -6.4% | +1.0% | -7.4% | -6.8% |
| 30D | +25.4% | +10.7% | +14.7% | +20.3% |
| 3M | +115.3% | +10.1% | +105.3% | +103.7% |
| 6M | +56.5% | -0.1% | +56.7% | +57.0% |
| YTD | +198.2% | +18.4% | +179.8% | +197.6% |
| 1Y | +242.0% | +31.3% | +210.7% | +225.9% |
| All | +242.0% | +31.7% | +210.4% | +225.9% |
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