+35.1%
AVTR vs UDR
+14.9%
+20.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.6% | -3.2% | -1.2% |
| 7D | -6.2% | +7.2% | -13.5% | -9.2% |
| 30D | -1.0% | +10.5% | -11.5% | -5.4% |
| 3M | +14.4% | -2.3% | +16.7% | +15.5% |
| 6M | +95.9% | +4.0% | +91.9% | +93.2% |
| YTD | +36.6% | +5.6% | +31.0% | +33.3% |
| 1Y | +35.1% | +13.0% | +22.1% | +22.0% |
| All | +35.1% | +14.9% | +20.2% | +22.0% |
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