+78.8%
DRI vs UDR
-19.4%
+98.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -0.7% | -1.8% | +1.0% | -0.1% |
| 30D | +14.7% | +7.9% | +6.8% | +11.5% |
| 3M | +5.4% | -0.8% | +6.2% | +5.7% |
| 6M | +18.8% | 0.0% | +18.9% | +18.5% |
| YTD | +28.4% | +3.7% | +24.6% | +25.8% |
| 1Y | +37.7% | +8.5% | +29.1% | +32.5% |
| 3Y | +68.0% | +26.6% | +41.4% | +51.2% |
| 5Y | +78.8% | -20.2% | +99.0% | +95.9% |
| All | +78.8% | -19.4% | +98.2% | +95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling