+31.3%
ITUB vs PLTU
-35.5%
+66.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.4% | +7.1% | +2.7% |
| 7D | +1.0% | -17.7% | +18.7% | +1.1% |
| 30D | +10.7% | -12.5% | +23.2% | +10.7% |
| 3M | +10.1% | +39.5% | -29.4% | +9.2% |
| 6M | -0.1% | -7.0% | +6.8% | +0.5% |
| YTD | +18.4% | -38.1% | +56.5% | +20.3% |
| 1Y | +31.3% | -36.0% | +67.3% | +35.1% |
| All | +31.3% | -35.5% | +66.8% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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