+18.0%
PRU vs ITUB
+30.8%
-12.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | +1.9% | +8.7% | -6.8% | +0.3% |
| 30D | +2.7% | -0.7% | +3.4% | +2.8% |
| 3M | +19.5% | +7.8% | +11.7% | +17.3% |
| 6M | +26.6% | -3.4% | +30.1% | +26.7% |
| YTD | +12.3% | +16.3% | -3.9% | +10.8% |
| 1Y | +18.0% | +29.8% | -11.8% | +13.2% |
| All | +18.0% | +30.8% | -12.7% | +13.2% |
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 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