-84.1%
RIVN vs ITUB
+208.0%
-292.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.7% | +0.1% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | -2.3% | +2.6% | -4.9% | -3.5% |
| 3M | +1.7% | +8.4% | -6.7% | -1.9% |
| 6M | +0.9% | -0.5% | +1.4% | +0.7% |
| YTD | -18.8% | +15.3% | -34.1% | -24.4% |
| 1Y | +14.8% | +28.7% | -13.9% | +2.1% |
| 3Y | -30.7% | +118.7% | -149.4% | -50.7% |
| All | -84.1% | +208.0% | -292.2% | -90.8% |
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 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