-3.3%
ONDS vs ITUB
+185.1%
-188.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.3% | -1.9% |
| 7D | -5.0% | +1.0% | -6.0% | -5.4% |
| 30D | -25.6% | +10.7% | -36.3% | -29.1% |
| 3M | -22.1% | +10.1% | -32.2% | -25.7% |
| 6M | -27.6% | -0.1% | -27.4% | -27.4% |
| YTD | -25.7% | +18.4% | -44.1% | -30.5% |
| 1Y | +30.4% | +31.3% | -0.9% | +17.0% |
| 3Y | +695.0% | +124.6% | +570.3% | +458.5% |
| All | -3.3% | +185.1% | -188.5% | -42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling