+1,645.9%
PLTR vs ITUB
+312.3%
+1,333.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.7% | -4.9% | -3.1% |
| 7D | -9.1% | +1.0% | -10.1% | -9.5% |
| 30D | -5.2% | +10.7% | -15.9% | -8.6% |
| 3M | +27.4% | +10.1% | +17.3% | +21.7% |
| 6M | +9.7% | -0.1% | +9.9% | +8.2% |
| YTD | -6.7% | +18.4% | -25.1% | -14.2% |
| 1Y | -0.5% | +31.3% | -31.8% | -12.3% |
| 3Y | +996.2% | +124.6% | +871.6% | +706.9% |
| 5Y | +531.1% | +192.0% | +339.1% | +327.3% |
| All | +1,645.9% | +312.3% | +1,333.6% | +989.9% |
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