-54.6%
PODD vs ITUB
+185.6%
-240.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.7% | -5.1% | -2.9% |
| 7D | -10.6% | +1.0% | -11.5% | -10.8% |
| 30D | -6.9% | +10.7% | -17.6% | -9.0% |
| 3M | -10.6% | +10.1% | -20.7% | -12.9% |
| 6M | -43.5% | -0.1% | -43.3% | -43.7% |
| YTD | -52.6% | +18.4% | -71.0% | -54.9% |
| 1Y | -60.1% | +31.3% | -91.4% | -63.1% |
| 3Y | -21.7% | +124.6% | -146.3% | -36.7% |
| 5Y | -54.6% | +192.0% | -246.5% | -65.9% |
| All | -54.6% | +185.6% | -240.2% | -65.9% |
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 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