+1,046.6%
AXON vs ITUB
+175.8%
+870.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.3% |
| 7D | +0.8% | +1.9% | -1.1% | +0.4% |
| 30D | -22.8% | -22.2% | -0.6% | -19.4% |
| 3M | -48.8% | +2.7% | -51.5% | -49.7% |
| 6M | -16.3% | -3.0% | -13.3% | -17.2% |
| YTD | -44.5% | +7.5% | -52.0% | -46.6% |
| 1Y | -43.4% | +10.5% | -53.9% | -46.0% |
| 3Y | +44.3% | +81.0% | -36.7% | +22.0% |
| 5Y | +85.1% | +181.8% | -96.7% | +36.8% |
| All | +1,046.6% | +175.8% | +870.8% | +732.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling