+1,735.1%
PLTR vs ITUB
+304.8%
+1,430.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -4.2% |
| 7D | -6.4% | +8.7% | -15.1% | -9.1% |
| 30D | +10.0% | -0.7% | +10.7% | +9.9% |
| 3M | +23.0% | +7.8% | +15.2% | +18.4% |
| 6M | +13.8% | -3.4% | +17.2% | +13.5% |
| YTD | -1.9% | +16.3% | -18.2% | -9.2% |
| 1Y | +11.6% | +29.8% | -18.2% | -1.2% |
| 3Y | +1,048.4% | +111.1% | +937.4% | +760.7% |
| 5Y | +554.4% | +173.6% | +380.8% | +349.9% |
| All | +1,735.1% | +304.8% | +1,430.2% | +1,053.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling