+3,722.6%
PANW vs ITUB
+230.9%
+3,491.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.7% | +0.5% |
| 7D | +2.0% | +1.0% | +1.0% | +1.8% |
| 30D | -11.8% | +10.7% | -22.5% | -13.5% |
| 3M | +28.6% | +10.1% | +18.5% | +26.1% |
| 6M | +104.4% | -0.1% | +104.6% | +103.2% |
| YTD | +83.8% | +18.4% | +65.3% | +76.4% |
| 1Y | +71.5% | +31.3% | +40.3% | +61.3% |
| 3Y | +172.2% | +124.6% | +47.5% | +130.7% |
| 5Y | +332.2% | +192.0% | +140.2% | +242.6% |
| 10Y | +1,306.4% | +216.0% | +1,090.4% | +948.0% |
| All | +3,722.6% | +230.9% | +3,491.7% | +2,386.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling