+0.7%
PL vs ITUB
+8.7%
-8.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.4% | +9.0% | +10.0% |
| 7D | -6.8% | +3.7% | -10.5% | -7.8% |
| 30D | -29.3% | -24.1% | -5.2% | -24.3% |
| 3M | -44.8% | -9.6% | -35.2% | -45.1% |
| 6M | -68.4% | -11.5% | -56.9% | -68.5% |
| YTD | -36.4% | +5.5% | -41.9% | -42.3% |
| 1Y | +0.7% | +9.9% | -9.1% | -12.2% |
| All | +0.7% | +8.7% | -8.0% | -12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling