-77.0%
PLTD vs ITUB
+98.1%
-175.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.0% | +0.4% | +2.9% |
| 7D | +4.5% | +8.2% | -3.7% | +7.2% |
| 30D | -0.7% | +4.7% | -5.4% | +0.7% |
| 3M | -31.0% | +13.0% | -44.1% | -27.3% |
| 6M | -24.8% | +4.2% | -29.0% | -22.9% |
| YTD | -18.6% | +18.6% | -37.1% | -8.6% |
| 1Y | -31.8% | +31.3% | -63.1% | -16.7% |
| All | -77.0% | +98.1% | -175.2% | -60.4% |
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