+92.7%
NXT vs ITUB
+114.2%
-21.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.8% | -0.8% | -2.6% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | -20.0% | +2.6% | -22.5% | -20.8% |
| 3M | -30.9% | +8.4% | -39.4% | -33.3% |
| 6M | -23.8% | -0.5% | -23.3% | -24.1% |
| YTD | -5.4% | +15.3% | -20.7% | -9.7% |
| 1Y | +28.0% | +28.7% | -0.7% | +18.4% |
| All | +92.7% | +114.2% | -21.5% | +38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling