+50.0%
ONTO vs ITUB
+81.0%
-31.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.2% | -5.1% | -3.6% |
| 7D | +17.5% | +1.9% | +15.6% | +16.9% |
| 30D | -15.7% | -22.2% | +6.5% | -9.6% |
| 3M | -39.7% | +2.7% | -42.4% | -42.6% |
| 6M | -26.5% | -3.0% | -23.5% | -28.4% |
| YTD | +29.0% | +7.5% | +21.5% | +24.1% |
| 1Y | +57.0% | +10.5% | +46.5% | +49.8% |
| 3Y | +50.0% | +81.0% | -31.0% | +35.0% |
| All | +50.0% | +81.0% | -31.0% | +35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling