-59.1%
PINS vs ITUB
+186.4%
-245.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | 0.0% |
| 7D | -6.2% | +5.5% | -11.6% | -7.3% |
| 30D | -10.9% | -25.6% | +14.6% | -5.3% |
| 3M | -19.5% | -4.7% | -14.8% | -19.3% |
| 6M | -10.4% | -8.6% | -1.8% | -9.6% |
| YTD | -26.4% | +7.9% | -34.3% | -29.1% |
| 1Y | -29.6% | +11.2% | -40.8% | -32.8% |
| 3Y | -39.0% | +82.6% | -121.7% | -49.4% |
| 5Y | -59.1% | +192.7% | -251.8% | -72.1% |
| All | -59.1% | +186.4% | -245.5% | -72.1% |
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