+77.9%
RPRX vs ITUB
+186.4%
-108.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.3% |
| 7D | -4.0% | 0.0% | -4.0% | -4.0% |
| 30D | +4.9% | +2.6% | +2.4% | +4.6% |
| 3M | +9.4% | +8.4% | +0.9% | +8.1% |
| 6M | +33.3% | -0.5% | +33.8% | +32.9% |
| YTD | +59.0% | +15.3% | +43.7% | +55.4% |
| 1Y | +69.2% | +28.7% | +40.5% | +62.8% |
| 3Y | +124.1% | +118.7% | +5.4% | +100.7% |
| 5Y | +77.9% | +182.7% | -104.8% | +48.3% |
| All | +77.9% | +186.4% | -108.5% | +48.3% |
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 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