+7.9%
NXT vs ITUB
+8.3%
-0.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.6% | +0.8% |
| 7D | -9.4% | +1.9% | -11.3% | -9.9% |
| 30D | +15.1% | -22.2% | +37.3% | +23.4% |
| 3M | -9.1% | +2.7% | -11.8% | -13.7% |
| 6M | -30.3% | -3.0% | -27.4% | -32.7% |
| YTD | +9.1% | +7.5% | +1.6% | +3.9% |
| 1Y | +7.9% | +10.5% | -2.6% | +1.3% |
| All | +7.9% | +8.3% | -0.4% | +1.3% |
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