-3.3%
PDD vs ITUB
+186.4%
-189.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -3.8% |
| 7D | -1.4% | +5.5% | -6.9% | -3.2% |
| 30D | -1.0% | -25.6% | +24.5% | +8.1% |
| 3M | -12.3% | -4.7% | -7.6% | -13.0% |
| 6M | -18.5% | -8.6% | -9.9% | -18.3% |
| YTD | -29.0% | +7.9% | -37.0% | -33.9% |
| 1Y | -40.7% | +11.2% | -51.9% | -45.6% |
| 3Y | -25.7% | +82.6% | -108.3% | -45.4% |
| 5Y | -3.3% | +192.7% | -196.0% | -47.5% |
| All | -3.3% | +186.4% | -189.6% | -47.5% |
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