+84.3%
VIAV vs URI
+36.1%
+48.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.2% | +2.3% | +5.1% |
| 7D | +12.3% | +2.4% | +9.9% | +11.6% |
| 30D | -21.0% | +8.9% | -29.8% | -22.5% |
| 3M | -14.1% | +0.8% | -14.9% | -14.6% |
| 6M | -39.9% | +23.1% | -63.1% | -40.8% |
| YTD | +85.2% | +43.1% | +42.1% | +65.9% |
| 1Y | +84.3% | +35.7% | +48.6% | +69.8% |
| All | +84.3% | +36.1% | +48.2% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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