+1.5%
PPL vs ITUB
+30.7%
-29.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.0% | -0.2% |
| 7D | +1.8% | +8.2% | -6.5% | +1.4% |
| 30D | -1.1% | +4.7% | -5.8% | -1.2% |
| 3M | 0.0% | +13.0% | -13.0% | -0.8% |
| 6M | -7.6% | +4.2% | -11.8% | -8.0% |
| YTD | +1.7% | +18.6% | -16.8% | -0.3% |
| 1Y | +1.5% | +31.3% | -29.7% | -1.7% |
| All | +1.5% | +30.7% | -29.2% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling