-29.8%
NOW vs ITUB
+28.5%
-58.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -2.9% |
| 7D | -4.1% | 0.0% | -4.1% | -4.1% |
| 30D | +2.9% | +2.6% | +0.3% | +3.7% |
| 3M | +22.6% | +8.4% | +14.1% | +24.5% |
| 6M | +7.5% | -0.5% | +8.1% | +8.0% |
| YTD | -14.4% | +15.3% | -29.7% | -14.1% |
| 1Y | -29.8% | +28.7% | -58.5% | -33.3% |
| All | -29.8% | +28.5% | -58.3% | -33.3% |
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 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