+51.7%
IVZ vs ITUB
+30.7%
+21.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.0% | -4.2% | -2.8% |
| 7D | +1.1% | +8.2% | -7.2% | -1.5% |
| 30D | +3.1% | +4.7% | -1.6% | +1.5% |
| 3M | +18.2% | +13.0% | +5.2% | +13.7% |
| 6M | +38.6% | +4.2% | +34.4% | +36.4% |
| YTD | +25.9% | +18.6% | +7.3% | +23.8% |
| 1Y | +51.7% | +31.3% | +20.4% | +42.3% |
| All | +51.7% | +30.7% | +21.0% | +42.3% |
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