+171.3%
ONTO vs ITUB
+30.7%
+140.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.0% | +2.9% | +3.6% |
| 7D | +9.7% | +8.2% | +1.4% | +3.7% |
| 30D | -8.8% | +4.7% | -13.5% | -12.0% |
| 3M | +4.5% | +13.0% | -8.5% | -5.2% |
| 6M | +56.4% | +4.2% | +52.2% | +52.0% |
| YTD | +78.1% | +18.6% | +59.5% | +64.9% |
| 1Y | +171.3% | +31.3% | +140.0% | +126.0% |
| All | +171.3% | +30.7% | +140.6% | +126.0% |
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