+12.5%
RIVN vs ITUB
+9.0%
+3.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.3% | +2.5% | +4.8% |
| 7D | +20.5% | -1.6% | +22.1% | +21.0% |
| 30D | -3.7% | -26.6% | +22.9% | +4.9% |
| 3M | -10.8% | -11.1% | +0.3% | -10.1% |
| 6M | -3.1% | -13.1% | +10.0% | -1.5% |
| YTD | -28.7% | +3.9% | -32.5% | -35.9% |
| 1Y | +12.5% | +9.8% | +2.7% | -10.8% |
| All | +12.5% | +9.0% | +3.5% | -10.8% |
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