+1,924.6%
NOW vs ITUB
+219.4%
+1,705.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.8% | -2.7% |
| 7D | -8.7% | +4.9% | -13.6% | -9.6% |
| 30D | -29.3% | -27.2% | -2.1% | -25.4% |
| 3M | -21.8% | -6.1% | -15.7% | -21.8% |
| 6M | +9.2% | -10.7% | +19.9% | +10.0% |
| YTD | -35.0% | +5.5% | -40.5% | -37.2% |
| 1Y | -42.5% | +7.8% | -50.4% | -44.9% |
| 3Y | -21.5% | +75.0% | -96.5% | -32.7% |
| 5Y | -25.8% | +178.6% | -204.3% | -43.1% |
| 10Y | +506.3% | +162.9% | +343.5% | +338.5% |
| All | +1,924.6% | +219.4% | +1,705.2% | +1,220.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling