+30.6%
UPS vs VIAV
+72.0%
-41.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.2% | +6.9% | +4.8% |
| 7D | +8.2% | -14.7% | +23.0% | +8.9% |
| 30D | +22.7% | -37.4% | +60.1% | +25.2% |
| 3M | +6.4% | -27.1% | +33.6% | +7.3% |
| 6M | +22.6% | -44.0% | +66.6% | +25.6% |
| YTD | +20.7% | +64.9% | -44.2% | +15.8% |
| 1Y | +30.6% | +75.3% | -44.7% | +25.0% |
| All | +30.6% | +72.0% | -41.4% | +25.0% |
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