+33.3%
PLD vs ITUB
+85.1%
-51.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.5% |
| 7D | -0.8% | +3.7% | -4.5% | -1.4% |
| 30D | -0.3% | -24.1% | +23.8% | +4.0% |
| 3M | -8.0% | -9.6% | +1.5% | -7.8% |
| 6M | -9.8% | -11.5% | +1.7% | -9.3% |
| YTD | +1.8% | +5.5% | -3.7% | -2.3% |
| 1Y | +5.6% | +9.9% | -4.3% | +0.1% |
| 3Y | +33.3% | +84.8% | -51.5% | +5.5% |
| All | +33.3% | +85.1% | -51.8% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling