-41.8%
VIAV vs URI
+20.7%
-62.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +6.9% | +5.5% | +6.9% |
| 7D | +15.0% | -4.0% | +19.1% | +18.1% |
| 30D | -29.7% | +6.8% | -36.4% | -32.7% |
| 3M | -18.3% | -2.8% | -15.5% | -17.0% |
| All | -41.8% | +20.7% | -62.5% | -45.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling