+681.4%
NFLX vs ITUB
+220.1%
+461.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.5% | +1.8% |
| 7D | -1.1% | +2.2% | -3.3% | -1.5% |
| 30D | +4.3% | +12.6% | -8.3% | +2.1% |
| 3M | -4.8% | +6.4% | -11.2% | -6.1% |
| 6M | -18.4% | +0.6% | -19.0% | -18.9% |
| YTD | -17.4% | +18.8% | -36.3% | -20.8% |
| 1Y | -35.7% | +31.0% | -66.7% | -39.5% |
| 3Y | +73.8% | +118.1% | -44.3% | +47.5% |
| 5Y | +29.3% | +193.0% | -163.8% | +2.2% |
| All | +681.4% | +220.1% | +461.3% | +477.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling