+145.5%
ITUB vs MNDY
-49.8%
+195.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | +0.3% |
| 7D | +2.2% | -4.6% | +6.9% | +2.4% |
| 30D | +12.6% | +1.0% | +11.6% | +12.4% |
| 3M | +6.4% | +9.1% | -2.7% | +5.6% |
| 6M | +0.6% | +14.2% | -13.6% | -0.7% |
| YTD | +18.8% | -41.1% | +60.0% | +21.4% |
| 1Y | +31.0% | -54.7% | +85.7% | +35.6% |
| 3Y | +118.1% | -50.6% | +168.6% | +121.2% |
| 5Y | +193.0% | -76.7% | +269.7% | +186.3% |
| All | +145.5% | -49.8% | +195.3% | +149.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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