-24.5%
ADSK vs VIAV
+139.8%
-164.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.6% | -3.2% | -0.1% |
| 7D | -2.5% | +11.2% | -13.7% | -4.0% |
| 30D | -14.9% | -10.1% | -4.8% | -14.0% |
| 3M | +3.3% | -22.9% | +26.2% | +5.8% |
| 6M | -15.7% | +28.8% | -44.4% | -26.8% |
| YTD | -28.2% | +117.5% | -145.7% | -49.1% |
| 1Y | -34.5% | +216.1% | -250.6% | -60.3% |
| 3Y | -2.9% | +292.2% | -295.1% | -48.7% |
| All | -24.5% | +139.8% | -164.3% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 5y: compounded portfolio wealth divided by compounded VIAV 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…
5y analysis · Full analysis span regression · 6 months rolling