+278.0%
MRVL vs ITUB
+185.6%
+92.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.7% | -6.1% | -4.2% |
| 7D | +8.7% | +1.0% | +7.7% | +8.2% |
| 30D | +6.9% | +10.7% | -3.8% | +3.3% |
| 3M | -10.1% | +10.1% | -20.2% | -13.0% |
| 6M | +143.4% | -0.1% | +143.6% | +142.6% |
| YTD | +167.5% | +18.4% | +149.0% | +154.3% |
| 1Y | +239.0% | +31.3% | +207.7% | +212.4% |
| 3Y | +311.0% | +124.6% | +186.4% | +225.9% |
| 5Y | +278.0% | +192.0% | +86.0% | +185.5% |
| All | +278.0% | +185.6% | +92.3% | +185.5% |
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