-62.3%
NIO vs ITUB
+125.3%
-187.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.2% | -1.2% |
| 7D | -6.7% | +8.2% | -14.9% | -10.4% |
| 30D | -20.0% | +4.7% | -24.7% | -22.0% |
| 3M | -30.5% | +13.0% | -43.5% | -35.1% |
| 6M | -20.7% | +4.2% | -24.9% | -23.0% |
| YTD | -25.7% | +18.6% | -44.2% | -32.7% |
| 1Y | -38.6% | +31.3% | -69.8% | -47.5% |
| 3Y | -62.3% | +124.9% | -187.1% | -80.3% |
| All | -62.3% | +125.3% | -187.6% | -80.3% |
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 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