+1,022.8%
NBIS vs ITUB
+79.3%
+943.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -1.9% | -1.7% |
| 7D | -0.8% | +2.2% | -3.0% | -1.9% |
| 30D | -13.4% | +12.6% | -26.0% | -18.2% |
| 3M | +1.0% | +6.4% | -5.4% | -1.5% |
| 6M | +100.5% | +0.6% | +99.9% | +99.1% |
| YTD | +168.3% | +18.8% | +149.4% | +151.9% |
| 1Y | +151.8% | +31.0% | +120.8% | +127.8% |
| All | +1,022.8% | +79.3% | +943.4% | +898.0% |
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 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