-23.8%
PDD vs ITUB
+181.4%
-205.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -3.7% |
| 7D | -4.1% | +8.2% | -12.4% | -7.1% |
| 30D | -13.1% | +4.7% | -17.8% | -14.8% |
| 3M | -3.5% | +13.0% | -16.5% | -8.5% |
| 6M | -21.8% | +4.2% | -26.0% | -23.9% |
| YTD | -29.7% | +18.6% | -48.2% | -35.4% |
| 1Y | -36.2% | +31.3% | -67.5% | -44.0% |
| 3Y | -16.4% | +124.9% | -141.2% | -42.7% |
| 5Y | -23.8% | +195.6% | -219.5% | -57.0% |
| All | -23.8% | +181.4% | -205.3% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling