+160.9%
OVV vs ITUB
+194.5%
-33.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -1.6% |
| 7D | -3.7% | +8.2% | -12.0% | -5.9% |
| 30D | +8.0% | +4.7% | +3.3% | +6.4% |
| 3M | +11.3% | +13.0% | -1.7% | +7.0% |
| 6M | +24.0% | +4.2% | +19.8% | +20.7% |
| YTD | +65.3% | +18.6% | +46.8% | +52.9% |
| 1Y | +60.2% | +31.3% | +28.9% | +42.4% |
| 3Y | +46.9% | +124.9% | -77.9% | +4.5% |
| All | +160.9% | +194.5% | -33.6% | +53.7% |
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