+658.6%
ONTO vs ITUB
+79.5%
+579.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +6.5% |
| 7D | -1.0% | +8.7% | -9.7% | -4.4% |
| 30D | -2.9% | -0.7% | -2.2% | -3.2% |
| 3M | -2.5% | +7.8% | -10.2% | -5.6% |
| 6M | +28.2% | -3.4% | +31.6% | +30.0% |
| YTD | +69.8% | +16.3% | +53.5% | +60.9% |
| 1Y | +162.9% | +29.8% | +133.1% | +139.1% |
| 3Y | +95.9% | +111.1% | -15.1% | +44.5% |
| 5Y | +244.5% | +173.6% | +70.9% | +115.6% |
| All | +658.6% | +79.5% | +579.1% | +394.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling