-16.7%
NVO vs ITUB
+31.4%
-48.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.3% |
| 7D | -7.6% | +2.2% | -9.8% | -8.3% |
| 30D | -6.0% | +12.6% | -18.6% | -9.8% |
| 3M | -0.8% | +6.4% | -7.2% | -3.4% |
| 6M | +16.5% | +0.6% | +15.9% | +15.2% |
| YTD | -11.1% | +18.8% | -30.0% | -15.1% |
| 1Y | -16.7% | +31.0% | -47.7% | -23.0% |
| All | -16.7% | +31.4% | -48.1% | -23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling