+29.3%
PSA vs ITUB
+9.0%
+20.3%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.3% | -0.5% | +2.5% |
| 7D | +10.5% | -1.6% | +12.2% | +10.7% |
| 30D | +21.7% | -26.6% | +48.3% | +25.2% |
| 3M | +6.1% | -11.1% | +17.1% | +6.4% |
| 6M | +18.3% | -13.1% | +31.4% | +18.9% |
| YTD | +36.1% | +3.9% | +32.2% | +28.3% |
| 1Y | +29.3% | +9.8% | +19.6% | +18.3% |
| All | +29.3% | +9.0% | +20.3% | +18.3% |
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