+790.9%
NOW vs ITUB
+197.6%
+593.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -1.8% |
| 7D | -4.1% | 0.0% | -4.1% | -4.1% |
| 30D | +2.9% | +2.6% | +0.3% | +2.2% |
| 3M | +22.6% | +8.4% | +14.1% | +20.1% |
| 6M | +7.5% | -0.5% | +8.1% | +6.8% |
| YTD | -14.4% | +15.3% | -29.7% | -18.1% |
| 1Y | -29.8% | +28.7% | -58.5% | -34.6% |
| 3Y | +9.2% | +118.7% | -109.4% | -10.3% |
| 5Y | +0.8% | +182.7% | -181.8% | -23.5% |
| 10Y | +790.9% | +207.6% | +583.3% | +473.5% |
| All | +790.9% | +197.6% | +593.4% | +473.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling