-62.6%
AVAV vs UDR
+7.9%
-70.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.9% |
| 7D | +18.4% | -2.4% | +20.8% | +18.2% |
| 30D | -4.9% | +6.7% | -11.6% | -5.0% |
| 3M | -37.7% | -1.8% | -35.9% | -37.8% |
| 6M | -28.4% | -1.8% | -26.7% | -28.6% |
| YTD | -50.0% | +2.5% | -52.6% | -49.4% |
| 1Y | -62.6% | +7.9% | -70.5% | -61.7% |
| All | -62.6% | +7.9% | -70.6% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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