+64.8%
RPRX vs ITUB
+209.0%
-144.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | +5.1% | +8.7% | -3.6% | +4.2% |
| 30D | +11.2% | -0.7% | +11.9% | +11.2% |
| 3M | +16.7% | +7.8% | +8.9% | +15.6% |
| 6M | +36.0% | -3.4% | +39.4% | +36.1% |
| YTD | +67.8% | +16.3% | +51.5% | +64.2% |
| 1Y | +76.7% | +29.8% | +46.9% | +70.5% |
| 3Y | +128.1% | +111.1% | +17.0% | +107.1% |
| 5Y | +82.9% | +173.6% | -90.7% | +58.3% |
| All | +64.8% | +209.0% | -144.3% | +40.1% |
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