+22.8%
ONTO vs ITUB
+8.1%
+14.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.4% | +9.7% | +10.6% |
| 7D | -14.0% | +3.7% | -17.7% | -15.2% |
| 30D | -43.1% | -24.1% | -19.0% | -37.7% |
| 3M | -35.5% | -9.6% | -26.0% | -36.6% |
| 6M | -41.1% | -11.5% | -29.5% | -41.0% |
| YTD | +9.8% | +5.5% | +4.3% | +6.4% |
| All | +22.8% | +8.1% | +14.7% | +18.8% |
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