-28.7%
PLTD vs ITUB
+28.5%
-57.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.1% | +0.3% |
| 7D | -0.9% | 0.0% | -0.9% | -0.9% |
| 30D | +1.3% | +2.6% | -1.2% | +1.4% |
| 3M | -32.9% | +8.4% | -41.3% | -31.1% |
| 6M | -24.9% | -0.5% | -24.3% | -23.6% |
| YTD | -18.2% | +15.3% | -33.5% | -13.9% |
| 1Y | -28.7% | +28.7% | -57.4% | -20.7% |
| All | -28.7% | +28.5% | -57.2% | -20.7% |
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