+5.2%
AVTR vs UDR
+6.3%
-1.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.2% |
| 7D | +7.4% | -2.1% | +9.5% | +8.5% |
| 30D | +12.2% | -5.6% | +17.8% | +15.3% |
| 3M | +57.4% | -5.8% | +63.2% | +62.0% |
| 6M | +86.7% | -1.1% | +87.8% | +87.1% |
| YTD | +33.1% | +1.6% | +31.5% | +31.4% |
| 1Y | +16.1% | -2.7% | +18.8% | +17.5% |
| 3Y | -24.6% | +6.3% | -30.9% | -27.0% |
| 5Y | -63.5% | -19.3% | -44.2% | -60.8% |
| All | +5.2% | +6.3% | -1.1% | +12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling