+875.7%
NVDA vs ITUB
+185.6%
+690.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.7% | -5.0% | -3.0% |
| 7D | -4.3% | +1.0% | -5.3% | -4.6% |
| 30D | +0.5% | +10.7% | -10.2% | -2.2% |
| 3M | +9.1% | +10.1% | -1.0% | +6.1% |
| 6M | +18.5% | -0.1% | +18.6% | +18.0% |
| YTD | +17.4% | +18.4% | -1.1% | +11.9% |
| 1Y | +23.4% | +31.3% | -7.8% | +14.4% |
| 3Y | +380.6% | +124.6% | +256.0% | +285.6% |
| 5Y | +875.7% | +192.0% | +683.7% | +633.0% |
| All | +875.7% | +185.6% | +690.1% | +633.0% |
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