+238.0%
ONTO vs ITUB
+173.6%
+64.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +6.4% |
| 7D | -1.0% | +8.7% | -9.7% | -3.7% |
| 30D | -2.9% | -0.7% | -2.2% | -3.1% |
| 3M | -2.5% | +7.8% | -10.2% | -5.0% |
| 6M | +28.2% | -3.4% | +31.6% | +29.6% |
| YTD | +69.8% | +16.3% | +53.5% | +64.0% |
| 1Y | +162.9% | +29.8% | +133.1% | +147.1% |
| 3Y | +95.9% | +111.1% | -15.1% | +61.6% |
| All | +238.0% | +173.6% | +64.5% | +160.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling