+597.0%
SE vs VIAV
+309.6%
+287.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +11.2% | -10.1% | -2.4% |
| 7D | +0.6% | +11.3% | -10.7% | -3.0% |
| 30D | -0.1% | -1.0% | +0.9% | -1.0% |
| 3M | +34.1% | -20.5% | +54.6% | +39.0% |
| 6M | +23.2% | +39.0% | -15.8% | -1.5% |
| YTD | -11.2% | +117.5% | -128.6% | -43.7% |
| 1Y | -40.5% | +233.8% | -274.3% | -69.9% |
| 3Y | +196.3% | +295.4% | -99.1% | +27.6% |
| 5Y | -67.0% | +134.3% | -201.3% | -80.6% |
| All | +597.0% | +309.6% | +287.4% | +227.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling