-66.8%
PINS vs ITUB
+186.4%
-253.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -2.8% | -6.5% | -8.6% |
| 7D | -13.9% | 0.0% | -13.9% | -13.8% |
| 30D | -25.0% | +2.6% | -27.6% | -25.4% |
| 3M | -16.6% | +8.4% | -25.0% | -18.5% |
| 6M | -7.0% | -0.5% | -6.4% | -7.3% |
| YTD | -29.4% | +15.3% | -44.7% | -32.6% |
| 1Y | -49.9% | +28.7% | -78.6% | -53.7% |
| 3Y | -33.6% | +118.7% | -152.3% | -47.3% |
| 5Y | -66.8% | +182.7% | -249.5% | -77.1% |
| All | -66.8% | +186.4% | -253.2% | -77.1% |
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