+162.9%
ONTO vs ITUB
+30.8%
+132.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +6.7% |
| 7D | -1.0% | +8.7% | -9.7% | -6.8% |
| 30D | -2.9% | -0.7% | -2.2% | -2.8% |
| 3M | -2.5% | +7.8% | -10.2% | -8.3% |
| 6M | +28.2% | -3.4% | +31.6% | +30.9% |
| YTD | +69.8% | +16.3% | +53.5% | +59.1% |
| 1Y | +162.9% | +29.8% | +133.1% | +121.5% |
| All | +162.9% | +30.8% | +132.1% | +121.5% |
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