+50.9%
PNC vs ITUB
+186.2%
-135.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.4% |
| 7D | -0.6% | +2.2% | -2.8% | -1.1% |
| 30D | -4.4% | +12.6% | -17.0% | -7.4% |
| 3M | +5.2% | +6.4% | -1.2% | +3.2% |
| 6M | +20.6% | +0.6% | +20.0% | +19.8% |
| YTD | +19.8% | +18.8% | +0.9% | +13.6% |
| 1Y | +24.4% | +31.0% | -6.6% | +14.6% |
| 3Y | +131.2% | +118.1% | +13.2% | +83.0% |
| All | +50.9% | +186.2% | -135.3% | +6.1% |
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