-16.5%
PLTD vs ITUB
+9.0%
-25.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.3% | -0.9% | +2.5% |
| 7D | +14.4% | -1.6% | +16.1% | +14.4% |
| 30D | +8.6% | -26.6% | +35.3% | +8.3% |
| 3M | -9.2% | -11.1% | +1.9% | -9.6% |
| 6M | -29.5% | -13.1% | -16.4% | -29.8% |
| YTD | -20.2% | +3.9% | -24.1% | -17.0% |
| 1Y | -16.5% | +9.8% | -26.3% | -4.9% |
| All | -16.5% | +9.0% | -25.5% | -4.9% |
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