+117.3%
ITUB vs FIVN
-55.8%
+173.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.7% |
| 7D | +1.0% | -11.3% | +12.3% | +1.6% |
| 30D | +10.7% | -7.3% | +18.0% | +11.1% |
| 3M | +10.1% | +41.7% | -31.6% | +7.3% |
| 6M | -0.1% | +78.3% | -78.4% | -5.0% |
| YTD | +18.4% | +50.9% | -32.5% | +13.9% |
| 1Y | +31.3% | +19.7% | +11.6% | +28.7% |
| All | +117.3% | -55.8% | +173.1% | +126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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