+4,256.5%
PWR vs ITUB
+1,959.7%
+2,296.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.0% | +0.4% | +1.6% |
| 7D | +4.5% | +8.2% | -3.7% | +1.3% |
| 30D | -4.9% | +4.7% | -9.6% | -6.9% |
| 3M | -7.9% | +13.0% | -20.9% | -12.4% |
| 6M | +18.3% | +4.2% | +14.2% | +15.7% |
| YTD | +51.5% | +18.6% | +32.9% | +40.5% |
| 1Y | +70.3% | +31.3% | +39.1% | +51.4% |
| 3Y | +210.6% | +124.9% | +85.7% | +117.4% |
| 5Y | +456.7% | +195.6% | +261.1% | +231.2% |
| 10Y | +2,396.1% | +196.4% | +2,199.7% | +1,161.7% |
| All | +4,256.5% | +1,959.7% | +2,296.7% | +650.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling