-38.0%
NIO vs ITUB
+30.8%
-68.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.2% |
| 7D | -13.0% | +8.7% | -21.8% | -16.4% |
| 30D | -18.3% | -0.7% | -17.6% | -18.1% |
| 3M | -33.2% | +7.8% | -41.0% | -36.1% |
| 6M | -21.5% | -3.4% | -18.1% | -21.3% |
| YTD | -25.5% | +16.3% | -41.8% | -31.3% |
| 1Y | -38.0% | +29.8% | -67.8% | -48.8% |
| All | -38.0% | +30.8% | -68.8% | -48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling