+49.3%
MOH vs ITUB
+9.1%
+40.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +3.3% | +5.6% | +8.9% |
| 7D | +14.3% | -1.6% | +15.9% | +14.2% |
| 30D | +16.7% | -26.6% | +43.3% | +16.4% |
| 3M | +18.3% | -11.0% | +29.4% | +19.1% |
| 6M | +15.8% | -13.0% | +28.8% | +16.6% |
| YTD | +30.5% | +3.9% | +26.6% | +20.7% |
| 1Y | +49.3% | +9.8% | +39.5% | +32.4% |
| All | +49.3% | +9.1% | +40.2% | +32.4% |
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