+316.5%
ROIV vs ITUB
+181.4%
+135.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +2.0% | +16.8% | +18.5% |
| 7D | +20.2% | +8.2% | +11.9% | +18.9% |
| 30D | +14.1% | +4.7% | +9.4% | +13.4% |
| 3M | +45.6% | +13.0% | +32.6% | +43.0% |
| 6M | +44.1% | +4.2% | +40.0% | +43.1% |
| YTD | +91.2% | +18.6% | +72.6% | +87.6% |
| 1Y | +221.3% | +31.3% | +190.1% | +211.8% |
| 3Y | +229.2% | +124.9% | +104.3% | +206.1% |
| 5Y | +316.5% | +195.6% | +120.9% | +342.0% |
| All | +316.5% | +181.4% | +135.1% | +342.0% |
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