-53.9%
NIO vs ITUB
+9.0%
-62.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.3% | +0.2% | +2.6% |
| 7D | -0.6% | -1.6% | +1.0% | -0.2% |
| 30D | -3.5% | -26.6% | +23.1% | +3.4% |
| 3M | -30.7% | -11.1% | -19.6% | -30.6% |
| 6M | -45.6% | -13.1% | -32.5% | -45.1% |
| YTD | -35.3% | +3.9% | -39.2% | -38.2% |
| 1Y | -53.9% | +9.8% | -63.7% | -58.4% |
| All | -53.9% | +9.0% | -62.9% | -58.4% |
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