+224.2%
PAAS vs ITUB
+83.6%
+140.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +2.0% |
| 7D | +8.8% | +5.5% | +3.4% | +6.6% |
| 30D | -8.5% | -25.6% | +17.1% | +1.8% |
| 3M | -17.0% | -4.7% | -12.3% | -18.8% |
| 6M | -27.9% | -8.6% | -19.3% | -28.1% |
| YTD | -17.5% | +7.9% | -25.4% | -23.5% |
| 1Y | +22.8% | +11.2% | +11.6% | +12.0% |
| 3Y | +224.2% | +82.6% | +141.6% | +129.8% |
| All | +224.2% | +83.6% | +140.6% | +129.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling