+27.3%
RTX vs ITUB
+31.4%
-4.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -1.5% | +2.2% | -3.8% | -1.9% |
| 30D | -11.0% | +12.6% | -23.6% | -12.8% |
| 3M | +7.7% | +6.4% | +1.3% | +6.2% |
| 6M | -3.9% | +0.6% | -4.5% | -4.1% |
| YTD | +9.0% | +18.8% | -9.9% | +4.6% |
| 1Y | +27.3% | +31.0% | -3.8% | +19.7% |
| All | +27.3% | +31.4% | -4.1% | +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