+3.6%
NVT vs ITUB
+9.0%
-5.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +3.3% | -16.0% | -13.4% |
| 7D | -19.5% | -1.6% | -17.9% | -19.2% |
| 30D | -32.4% | -26.6% | -5.8% | -27.4% |
| 3M | -30.3% | -11.1% | -19.3% | -30.5% |
| 6M | -30.4% | -13.1% | -17.4% | -29.9% |
| YTD | +11.3% | +3.9% | +7.5% | +5.3% |
| 1Y | +3.6% | +9.8% | -6.2% | -4.7% |
| All | +3.6% | +9.0% | -5.4% | -4.7% |
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