+186.2%
ITUB vs MNDY
-76.8%
+263.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.5% |
| 6M | +0.6% | +14.2% | -13.6% | -0.9% |
| YTD | +18.8% | -41.1% | +60.0% | +21.8% |
| 1Y | +31.0% | -54.7% | +85.7% | +36.4% |
| 3Y | +118.1% | -50.6% | +168.6% | +121.2% |
| All | +186.2% | -76.8% | +263.0% | +179.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling