+54.7%
MNST vs ITUB
+120.6%
-65.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -6.5% | +8.7% | -15.2% | -7.8% |
| 30D | -7.2% | -0.7% | -6.5% | -7.1% |
| 3M | -1.0% | +7.8% | -8.8% | -2.3% |
| 6M | +11.5% | -3.4% | +14.9% | +11.8% |
| YTD | +14.3% | +16.3% | -2.0% | +11.6% |
| 1Y | +38.1% | +29.8% | +8.3% | +32.3% |
| All | +54.7% | +120.6% | -65.8% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling