+176.9%
AXON vs ITUB
+181.4%
-4.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.0% | -3.9% | -2.2% |
| 7D | -2.5% | +8.2% | -10.7% | -3.5% |
| 30D | -11.5% | +4.7% | -16.2% | -12.1% |
| 3M | +7.3% | +13.0% | -5.7% | +5.2% |
| 6M | -11.9% | +4.2% | -16.1% | -12.8% |
| YTD | -11.0% | +18.6% | -29.6% | -13.7% |
| 1Y | -31.8% | +31.3% | -63.0% | -34.9% |
| 3Y | +135.4% | +124.9% | +10.5% | +108.9% |
| 5Y | +176.9% | +195.6% | -18.8% | +134.9% |
| All | +176.9% | +181.4% | -4.5% | +134.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling