-37.4%
IONQ vs ITUB
+8.1%
-45.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -4.8% | -3.5% |
| 7D | +15.3% | +3.7% | +11.6% | +13.8% |
| 30D | -6.1% | -24.9% | +18.8% | +3.7% |
| 3M | -21.6% | +0.8% | -22.4% | -26.5% |
| 6M | -40.1% | -6.6% | -33.5% | -41.4% |
| YTD | -24.1% | +7.8% | -31.9% | -30.5% |
| 1Y | -37.4% | +7.4% | -44.8% | -42.4% |
| All | -37.4% | +8.1% | -45.5% | -42.4% |
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