-77.7%
PLTD vs ITUB
+75.9%
-153.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | -0.1% |
| 7D | -9.8% | +1.1% | -10.8% | -9.5% |
| 30D | +18.9% | -25.4% | +44.4% | +12.1% |
| 3M | -4.2% | -0.3% | -4.0% | -1.4% |
| 6M | -34.8% | -8.0% | -26.9% | -34.6% |
| YTD | -21.1% | +5.2% | -26.4% | -12.3% |
| 1Y | -19.3% | +7.4% | -26.7% | -8.3% |
| All | -77.7% | +75.9% | -153.6% | -62.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling