+44.7%
HWM vs VIAV
+200.0%
-155.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.1% | -0.8% |
| 7D | -2.1% | -4.6% | +2.5% | -1.7% |
| 30D | -11.0% | -10.4% | -0.6% | -10.2% |
| 3M | +4.0% | -34.5% | +38.5% | +7.3% |
| 6M | -0.2% | +7.0% | -7.2% | -3.9% |
| YTD | +26.7% | +95.6% | -69.0% | +14.8% |
| 1Y | +44.7% | +197.2% | -152.5% | +19.6% |
| All | +44.7% | +200.0% | -155.3% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling