-49.8%
NIO vs ITUB
-8.2%
-41.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.4% | -3.5% | -5.6% |
| 7D | -4.7% | +1.1% | -5.8% | -4.7% |
| 30D | -14.3% | -25.4% | +11.1% | -12.6% |
| 3M | -32.8% | -0.3% | -32.5% | -33.3% |
| 6M | -49.8% | -8.0% | -41.9% | -50.2% |
| All | -49.8% | -8.2% | -41.7% | -50.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling