+342.1%
HWM vs VIAV
+295.9%
+46.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.6% | +4.6% | -0.3% |
| 7D | +7.3% | +7.9% | -0.6% | +6.1% |
| 30D | +1.6% | -20.3% | +21.9% | +4.0% |
| 3M | -21.9% | -28.5% | +6.7% | -19.2% |
| 6M | -19.0% | -42.7% | +23.7% | -14.8% |
| YTD | +7.9% | +72.4% | -64.4% | -6.6% |
| 1Y | +9.9% | +81.5% | -71.5% | -6.0% |
| 3Y | +342.1% | +293.8% | +48.3% | +219.4% |
| All | +342.1% | +295.9% | +46.3% | +219.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling