+30.7%
MNST vs ITUB
+8.3%
+22.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +1.8% |
| 7D | +1.6% | +1.9% | -0.3% | +1.4% |
| 30D | +5.1% | -22.2% | +27.2% | +7.0% |
| 3M | -0.5% | +2.7% | -3.2% | -3.1% |
| 6M | +8.1% | -3.0% | +11.1% | +6.2% |
| YTD | +21.2% | +7.5% | +13.7% | +23.4% |
| 1Y | +30.7% | +10.5% | +20.3% | +33.7% |
| All | +30.7% | +8.3% | +22.4% | +33.7% |
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