-16.3%
NOW vs ITUB
+85.1%
-101.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.5% |
| 7D | -3.0% | +3.7% | -6.7% | -3.2% |
| 30D | -26.0% | -24.1% | -1.9% | -25.1% |
| 3M | -13.1% | -9.6% | -3.6% | -12.8% |
| 6M | +14.5% | -11.5% | +26.0% | +14.9% |
| YTD | -33.4% | +5.5% | -39.0% | -35.9% |
| 1Y | -40.6% | +9.9% | -50.5% | -43.6% |
| 3Y | -16.3% | +84.8% | -101.1% | -28.9% |
| All | -16.3% | +85.1% | -101.4% | -28.9% |
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