-84.1%
RIVN vs ITUB
+217.6%
-301.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | +1.8% | +2.2% | -0.4% | +0.9% |
| 30D | +0.6% | +12.6% | -12.0% | -4.2% |
| 3M | +3.2% | +6.4% | -3.3% | +0.2% |
| 6M | -3.7% | +0.6% | -4.3% | -4.3% |
| YTD | -18.7% | +18.8% | -37.5% | -25.2% |
| 1Y | +14.7% | +31.0% | -16.3% | +1.3% |
| 3Y | -31.5% | +118.1% | -149.6% | -51.3% |
| All | -84.1% | +217.6% | -301.7% | -90.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling