+295.4%
VIAV vs URI
+126.5%
+168.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.5% | +10.6% | +11.0% |
| 7D | +11.3% | +2.5% | +8.8% | +10.6% |
| 30D | -1.0% | -12.5% | +11.6% | +2.9% |
| 3M | -20.5% | -6.2% | -14.3% | -18.8% |
| 6M | +39.0% | +25.9% | +13.1% | +31.4% |
| YTD | +117.5% | +26.2% | +91.3% | +100.8% |
| 1Y | +233.8% | +5.5% | +228.3% | +226.5% |
| 3Y | +295.4% | +125.0% | +170.4% | +171.1% |
| All | +295.4% | +126.5% | +168.9% | +171.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling