+2.4%
IQV vs ITUB
+186.2%
-183.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | -2.2% | +2.2% | -4.4% | -2.6% |
| 30D | +8.3% | +12.6% | -4.3% | +6.0% |
| 3M | +44.6% | +6.4% | +38.2% | +42.6% |
| 6M | +52.6% | +0.6% | +52.0% | +51.8% |
| YTD | +16.1% | +18.8% | -2.7% | +11.7% |
| 1Y | +37.3% | +31.0% | +6.3% | +29.3% |
| 3Y | +21.6% | +118.1% | -96.5% | +3.1% |
| All | +2.4% | +186.2% | -183.7% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling