+22.7%
NXT vs ITUB
+30.8%
-8.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.0% | +1.6% |
| 7D | -1.1% | +8.7% | -9.8% | -5.2% |
| 30D | -15.3% | -0.7% | -14.6% | -15.1% |
| 3M | -43.8% | +7.8% | -51.6% | -46.4% |
| 6M | -18.7% | -3.4% | -15.2% | -18.1% |
| YTD | -3.0% | +16.3% | -19.3% | -10.0% |
| 1Y | +22.7% | +29.8% | -7.1% | +8.3% |
| All | +22.7% | +30.8% | -8.0% | +8.3% |
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 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