-51.1%
NIO vs ITUB
+8.1%
-59.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.8% |
| 7D | -1.8% | +3.7% | -5.5% | -2.7% |
| 30D | -6.6% | -24.9% | +18.3% | -0.2% |
| 3M | -29.9% | +0.8% | -30.7% | -33.1% |
| 6M | -46.6% | -6.6% | -40.0% | -47.6% |
| YTD | -36.5% | +7.8% | -44.3% | -40.1% |
| 1Y | -51.1% | +7.4% | -58.5% | -54.2% |
| All | -51.1% | +8.1% | -59.2% | -54.2% |
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