-77.4%
PLTD vs ITUB
+80.4%
-157.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.3% | -7.8% | -5.0% |
| 7D | +4.2% | +5.5% | -1.2% | +5.5% |
| 30D | +20.8% | -25.6% | +46.4% | +13.8% |
| 3M | -2.6% | -4.7% | +2.1% | -1.5% |
| 6M | -33.1% | -8.6% | -24.5% | -33.6% |
| YTD | -20.0% | +7.9% | -28.0% | -10.6% |
| 1Y | -21.6% | +11.2% | -32.8% | -9.9% |
| All | -77.4% | +80.4% | -157.8% | -61.2% |
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