+6.7%
CVS vs UDR
+11.8%
-5.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | -10.0% | +4.5% | -14.5% | -10.7% |
| 30D | -5.2% | +9.6% | -14.8% | -7.1% |
| 3M | -17.4% | -2.7% | -14.6% | -16.8% |
| 6M | +2.1% | +1.8% | +0.4% | +1.9% |
| YTD | +5.6% | +5.0% | +0.6% | +3.4% |
| 1Y | +6.7% | +12.1% | -5.4% | +1.0% |
| All | +6.7% | +11.8% | -5.1% | +1.0% |
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