+548.8%
PLTR vs ITUB
+186.4%
+362.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | +0.6% |
| 7D | 0.0% | 0.0% | 0.0% | +0.1% |
| 30D | -3.3% | +2.6% | -5.8% | -4.5% |
| 3M | +28.4% | +8.4% | +19.9% | +22.4% |
| 6M | +8.4% | -0.5% | +8.9% | +6.6% |
| YTD | -4.6% | +15.3% | -19.9% | -12.7% |
| 1Y | +4.4% | +28.7% | -24.3% | -9.5% |
| 3Y | +1,020.5% | +118.7% | +901.8% | +683.4% |
| 5Y | +548.8% | +182.7% | +366.1% | +306.3% |
| All | +548.8% | +186.4% | +362.4% | +306.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling