+449.2%
ONTO vs ITUB
+66.6%
+382.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.3% | +9.7% | +11.1% |
| 7D | +1.4% | +5.5% | -4.1% | -0.6% |
| 30D | -34.1% | -25.6% | -8.6% | -27.4% |
| 3M | -37.1% | -4.7% | -32.4% | -37.7% |
| 6M | -31.8% | -8.6% | -23.2% | -31.4% |
| YTD | +22.9% | +7.9% | +15.0% | +17.0% |
| 1Y | +39.5% | +11.2% | +28.3% | +31.1% |
| 3Y | +57.7% | +82.6% | -25.0% | +20.2% |
| 5Y | +115.8% | +192.7% | -76.9% | +28.3% |
| All | +449.2% | +66.6% | +382.6% | +259.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling