+28.4%
RTX vs ITUB
+30.8%
-2.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | -5.2% | +8.7% | -13.9% | -6.6% |
| 30D | -9.4% | -0.7% | -8.7% | -9.2% |
| 3M | +12.3% | +7.8% | +4.5% | +10.3% |
| 6M | -3.1% | -3.4% | +0.3% | -2.6% |
| YTD | +10.7% | +16.3% | -5.6% | +6.3% |
| 1Y | +28.4% | +29.8% | -1.4% | +19.7% |
| All | +28.4% | +30.8% | -2.3% | +19.7% |
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