+1,846.0%
AXON vs ITUB
+197.6%
+1,648.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -2.5% |
| 7D | -3.3% | 0.0% | -3.3% | -3.3% |
| 30D | -17.8% | +2.6% | -20.4% | -18.3% |
| 3M | +8.3% | +8.4% | -0.1% | +6.2% |
| 6M | -12.4% | -0.5% | -11.8% | -12.8% |
| YTD | -13.7% | +15.3% | -29.0% | -16.9% |
| 1Y | -33.1% | +28.7% | -61.8% | -37.1% |
| 3Y | +128.2% | +118.7% | +9.6% | +90.9% |
| 5Y | +170.5% | +182.7% | -12.2% | +107.7% |
| 10Y | +1,846.0% | +207.6% | +1,638.4% | +1,475.5% |
| All | +1,846.0% | +197.6% | +1,648.4% | +1,475.5% |
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