+7.2%
DOV vs UDR
-3.8%
+11.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -2.0% | -3.5% | +1.5% | -1.1% |
| 30D | -8.9% | -5.3% | -3.6% | -7.7% |
| 3M | -13.3% | -9.5% | -3.7% | -11.4% |
| 6M | -9.7% | -0.7% | -9.0% | -10.5% |
| YTD | -2.5% | -1.2% | -1.3% | -3.0% |
| 1Y | +7.2% | -5.7% | +13.0% | +7.4% |
| All | +7.2% | -3.8% | +11.0% | +7.4% |
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