+18.5%
ONDS vs ITUB
+170.5%
-151.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.8% | -1.6% | -3.0% |
| 7D | -4.2% | 0.0% | -4.2% | -4.2% |
| 30D | -21.7% | +2.6% | -24.3% | -22.8% |
| 3M | -24.5% | +8.4% | -32.9% | -27.4% |
| 6M | -25.0% | -0.5% | -24.5% | -24.5% |
| YTD | -25.3% | +15.3% | -40.6% | -29.3% |
| 1Y | +33.8% | +28.7% | +5.0% | +20.8% |
| 3Y | +699.3% | +118.7% | +580.7% | +462.0% |
| 5Y | -5.2% | +182.7% | -187.9% | -42.1% |
| All | +18.5% | +170.5% | -151.9% | -32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling