+35.2%
MNST vs ITUB
+28.5%
+6.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | -0.3% |
| 7D | -3.6% | 0.0% | -3.6% | -3.6% |
| 30D | -6.3% | +2.6% | -8.9% | -6.6% |
| 3M | -5.0% | +8.4% | -13.4% | -6.2% |
| 6M | +13.1% | -0.5% | +13.7% | +13.2% |
| YTD | +11.8% | +15.3% | -3.5% | +14.2% |
| 1Y | +35.2% | +28.7% | +6.5% | +42.5% |
| All | +35.2% | +28.5% | +6.7% | +42.5% |
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