+9.9%
HWM vs VIAV
+73.2%
-63.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.6% | +4.6% | -0.4% |
| 7D | +7.3% | +7.9% | -0.6% | +6.3% |
| 30D | +1.6% | -20.3% | +21.9% | +3.3% |
| 3M | -21.9% | -28.5% | +6.7% | -19.7% |
| 6M | -19.0% | -42.7% | +23.7% | -15.8% |
| YTD | +7.9% | +72.4% | -64.4% | -4.3% |
| 1Y | +9.9% | +81.5% | -71.5% | -2.9% |
| All | +9.9% | +73.2% | -63.2% | -2.9% |
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