+75.9%
UBER vs VIAV
+186.8%
-110.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +11.2% | -14.6% | -7.0% |
| 7D | -2.8% | +11.3% | -14.1% | -6.4% |
| 30D | -2.5% | -1.0% | -1.5% | -3.9% |
| 3M | +4.4% | -20.5% | +24.9% | +7.8% |
| 6M | -2.7% | +39.0% | -41.7% | -24.8% |
| YTD | -10.5% | +117.5% | -128.0% | -46.3% |
| 1Y | -22.5% | +233.8% | -256.3% | -63.8% |
| 3Y | +54.8% | +295.4% | -240.6% | -40.2% |
| 5Y | +82.5% | +134.3% | -51.8% | 0.0% |
| All | +75.9% | +186.8% | -110.9% | -29.1% |
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