+161.2%
PANW vs ITUB
+120.9%
+40.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | -0.8% | +2.2% | -3.0% | -1.1% |
| 30D | -14.6% | +12.6% | -27.2% | -16.4% |
| 3M | +18.3% | +6.4% | +11.9% | +16.7% |
| 6M | +100.5% | +0.6% | +99.9% | +98.7% |
| YTD | +79.5% | +18.8% | +60.7% | +69.0% |
| 1Y | +66.7% | +31.0% | +35.7% | +52.0% |
| 3Y | +161.2% | +118.1% | +43.2% | +104.7% |
| All | +161.2% | +120.9% | +40.4% | +104.7% |
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