+34.7%
NXPI vs ITUB
+181.1%
-146.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.3% |
| 7D | +6.8% | +1.9% | +4.9% | +6.4% |
| 30D | +20.0% | -22.2% | +42.2% | +25.2% |
| 3M | +14.8% | +2.7% | +12.1% | +11.6% |
| 6M | -10.5% | -3.0% | -7.5% | -12.0% |
| YTD | +23.7% | +7.5% | +16.2% | +17.6% |
| 1Y | +34.1% | +10.5% | +23.6% | +26.5% |
| 3Y | +51.2% | +81.0% | -29.8% | +26.6% |
| All | +34.7% | +181.1% | -146.4% | +4.1% |
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