+62.2%
PANW vs ITUB
+9.1%
+53.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.9% | -0.6% |
| 7D | -11.8% | -1.6% | -10.2% | -11.8% |
| 30D | -14.4% | -26.6% | +12.1% | -14.9% |
| 3M | -5.0% | -11.0% | +6.0% | -4.1% |
| 6M | +88.6% | -13.0% | +101.6% | +88.9% |
| YTD | +88.9% | +3.9% | +85.0% | +84.7% |
| 1Y | +62.2% | +9.8% | +52.4% | +47.0% |
| All | +62.2% | +9.1% | +53.2% | +47.0% |
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