+2,494.8%
NVDL vs ITUB
+171.7%
+2,323.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.7% | -7.4% | -5.9% |
| 7D | -8.7% | +1.0% | -9.7% | -9.2% |
| 30D | -1.3% | +10.7% | -12.0% | -5.8% |
| 3M | +11.4% | +10.1% | +1.3% | +6.4% |
| 6M | +22.9% | -0.1% | +23.0% | +22.6% |
| YTD | +15.4% | +18.4% | -3.0% | +8.3% |
| 1Y | +18.8% | +31.3% | -12.5% | +7.0% |
| 3Y | +641.4% | +124.6% | +516.8% | +472.1% |
| All | +2,494.8% | +171.7% | +2,323.1% | +1,850.3% |
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