+118.1%
ITUB vs PTEN
-3.7%
+121.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.4% |
| 7D | +2.2% | +3.5% | -1.3% | +2.0% |
| 30D | +12.6% | +17.5% | -4.9% | +11.4% |
| 3M | +6.4% | +12.7% | -6.3% | +5.4% |
| 6M | +0.6% | +33.1% | -32.5% | -2.4% |
| YTD | +18.8% | +116.4% | -97.6% | +9.2% |
| 1Y | +31.0% | +141.2% | -110.2% | +18.9% |
| 3Y | +118.1% | -3.8% | +121.9% | +95.9% |
| All | +118.1% | -3.7% | +121.8% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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