+17.9%
NOW vs ITUB
+120.6%
-102.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.9% |
| 7D | -2.4% | +8.7% | -11.1% | -3.0% |
| 30D | +20.5% | -0.7% | +21.2% | +20.6% |
| 3M | +18.3% | +7.8% | +10.6% | +17.1% |
| 6M | +24.1% | -3.4% | +27.5% | +24.3% |
| YTD | -7.8% | +16.3% | -24.1% | -11.8% |
| 1Y | -21.4% | +29.8% | -51.2% | -27.4% |
| All | +17.9% | +120.6% | -102.7% | -12.6% |
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