+90.9%
ITUB vs PLTU
+140.2%
-49.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.7% |
| 7D | 0.0% | -0.8% | +0.8% | 0.0% |
| 30D | +2.6% | -8.8% | +11.4% | +2.7% |
| 3M | +8.4% | +41.7% | -33.2% | +5.8% |
| 6M | -0.5% | -9.3% | +8.7% | -1.2% |
| YTD | +15.3% | -35.2% | +50.5% | +15.9% |
| 1Y | +28.7% | -29.5% | +58.2% | +27.7% |
| All | +90.9% | +140.2% | -49.3% | +72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling