+174.5%
RTX vs ITUB
+120.3%
+54.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -2.9% | -1.3% |
| 7D | -3.1% | +8.2% | -11.3% | -4.2% |
| 30D | -10.6% | +4.7% | -15.3% | -11.2% |
| 3M | +11.6% | +13.0% | -1.4% | +9.5% |
| 6M | -4.5% | +4.2% | -8.7% | -5.2% |
| YTD | +9.6% | +18.6% | -9.0% | +6.7% |
| 1Y | +30.8% | +31.3% | -0.4% | +25.7% |
| All | +174.5% | +120.3% | +54.1% | +152.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling