+173.5%
NTRA vs ITUB
+186.2%
-12.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +0.2% | +2.2% | -2.0% | -0.3% |
| 30D | +4.1% | +12.6% | -8.5% | +1.2% |
| 3M | +50.0% | +6.4% | +43.6% | +47.1% |
| 6M | +67.3% | +0.6% | +66.7% | +66.0% |
| YTD | +43.6% | +18.8% | +24.7% | +36.7% |
| 1Y | +89.2% | +31.0% | +58.2% | +75.7% |
| 3Y | +502.5% | +118.1% | +384.5% | +391.3% |
| All | +173.5% | +186.2% | -12.6% | +113.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling