+0.9%
AON vs ITUB
+9.0%
-8.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.3% | +1.1% | +4.5% |
| 7D | +9.4% | -1.6% | +11.1% | +9.3% |
| 30D | +27.0% | -26.6% | +53.6% | +25.5% |
| 3M | -3.1% | -11.1% | +8.0% | -3.1% |
| 6M | +10.0% | -13.1% | +23.1% | +9.5% |
| YTD | -1.6% | +3.9% | -5.5% | -4.5% |
| 1Y | +0.9% | +9.8% | -8.9% | -2.9% |
| All | +0.9% | +9.0% | -8.1% | -2.9% |
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