+617.6%
PLTR vs ITUB
+181.1%
+436.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -2.8% |
| 7D | +4.7% | +1.9% | +2.9% | +4.1% |
| 30D | -16.4% | -22.2% | +5.8% | -10.0% |
| 3M | -6.2% | +2.7% | -8.9% | -10.2% |
| 6M | +29.2% | -3.0% | +32.1% | +24.8% |
| YTD | -5.5% | +7.5% | -13.0% | -14.1% |
| 1Y | -2.4% | +10.5% | -12.9% | -12.7% |
| 3Y | +752.3% | +81.0% | +671.3% | +506.3% |
| All | +617.6% | +181.1% | +436.5% | +316.2% |
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 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