-33.3%
PLTD vs ITUB
+30.8%
-64.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +4.6% |
| 7D | +5.9% | +8.7% | -2.8% | +6.2% |
| 30D | -11.6% | -0.7% | -10.9% | -11.7% |
| 3M | -29.9% | +7.8% | -37.7% | -28.4% |
| 6M | -28.5% | -3.4% | -25.1% | -28.0% |
| YTD | -20.4% | +16.3% | -36.7% | -16.8% |
| 1Y | -33.3% | +29.8% | -63.1% | -27.3% |
| All | -33.3% | +30.8% | -64.0% | -27.3% |
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