+45.5%
IQV vs ITUB
+30.8%
+14.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.3% |
| 7D | +2.3% | +8.7% | -6.4% | +1.7% |
| 30D | +13.4% | -0.7% | +14.1% | +13.4% |
| 3M | +43.3% | +7.8% | +35.5% | +41.5% |
| 6M | +50.5% | -3.4% | +53.9% | +51.4% |
| YTD | +18.8% | +16.3% | +2.5% | +17.5% |
| 1Y | +45.5% | +29.8% | +15.6% | +41.3% |
| All | +45.5% | +30.8% | +14.7% | +41.3% |
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