+29.3%
RRX vs ITUB
+9.0%
+20.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.3% | -6.9% | -4.7% |
| 7D | +7.6% | -1.6% | +9.3% | +8.2% |
| 30D | +7.5% | -26.6% | +34.1% | +18.4% |
| 3M | -21.0% | -11.1% | -10.0% | -21.7% |
| 6M | -18.1% | -13.1% | -5.0% | -17.7% |
| YTD | +24.3% | +3.9% | +20.4% | +22.0% |
| 1Y | +29.3% | +9.8% | +19.6% | +27.7% |
| All | +29.3% | +9.0% | +20.3% | +27.7% |
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