+50.5%
OVV vs ITUB
+120.6%
-70.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.6% |
| 7D | +0.3% | +8.7% | -8.4% | -0.8% |
| 30D | +11.7% | -0.7% | +12.4% | +11.8% |
| 3M | +9.8% | +7.8% | +2.0% | +8.5% |
| 6M | +26.6% | -3.4% | +30.0% | +26.5% |
| YTD | +67.0% | +16.3% | +50.7% | +59.0% |
| 1Y | +55.9% | +29.8% | +26.1% | +43.9% |
| All | +50.5% | +120.6% | -70.1% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling