+54.3%
PAAS vs ITUB
+30.8%
+23.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.9% |
| 7D | -2.9% | +8.7% | -11.6% | -7.7% |
| 30D | +6.8% | -0.7% | +7.5% | +7.0% |
| 3M | -2.9% | +7.8% | -10.7% | -8.0% |
| 6M | -16.4% | -3.4% | -13.0% | -15.6% |
| YTD | 0.0% | +16.3% | -16.3% | -5.4% |
| 1Y | +54.3% | +29.8% | +24.5% | +34.8% |
| All | +54.3% | +30.8% | +23.6% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling