+154.4%
TRV vs ITUB
+185.1%
-30.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.2% |
| 7D | -1.5% | +1.0% | -2.4% | -1.6% |
| 30D | -1.8% | +10.7% | -12.5% | -3.2% |
| 3M | +21.6% | +10.1% | +11.5% | +19.7% |
| 6M | +22.5% | -0.1% | +22.6% | +22.0% |
| YTD | +28.1% | +18.4% | +9.7% | +24.1% |
| 1Y | +37.0% | +31.3% | +5.8% | +30.4% |
| 3Y | +141.9% | +124.6% | +17.3% | +109.6% |
| All | +154.4% | +185.1% | -30.8% | +104.0% |
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