+132.6%
VIAV vs UEC
+273.6%
-141.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.0% | +0.5% | -3.8% |
| 7D | +11.2% | -4.3% | +15.5% | +12.0% |
| 30D | -2.6% | -3.8% | +1.2% | -2.2% |
| 3M | -20.1% | +17.0% | -37.1% | -22.2% |
| 6M | +25.8% | -23.9% | +49.7% | +29.6% |
| YTD | +109.9% | -5.7% | +115.5% | +108.9% |
| 1Y | +214.3% | -12.5% | +226.8% | +212.5% |
| 3Y | +281.6% | +136.5% | +145.2% | +221.5% |
| 5Y | +132.6% | +243.3% | -110.7% | +77.0% |
| All | +132.6% | +273.6% | -141.0% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 5y: compounded portfolio wealth divided by compounded UEC 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…
5y analysis · Full analysis span regression · 6 months rolling