Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • VIAV vs UMAC✓SelectedUSD · UMACVIAV vs UMAC performance historyLatest closeAs of+3.61%09/11
Stock and ETF performance explorer

VIAV vs UMAC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+216.1%
UMAC return
+129.0%
Excess return
+87.0%
Maximum drawdown
-41.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioUMACExcessAlpha
1D+3.6%-2.5%+6.1%+3.8%
7D+11.2%-3.4%+14.6%+11.5%
30D-10.1%-15.1%+5.0%-9.4%
3M-22.9%-10.8%-12.1%-23.7%
6M+28.8%+15.7%+13.1%+26.6%
YTD+117.5%+80.1%+37.3%+106.8%
1Y+216.1%+116.7%+99.4%+188.0%
All+216.1%+129.0%+87.0%+188.0%

Cumulative growth

Daily Returns

Daily percentage return beside UMAC.

Daily Out/Under-Performance

Portfolio return minus UMAC return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × UMAC 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 UMAC 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