-30.8%
IBIT vs UDR
+11.3%
-42.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -5.4% | +2.0% | -7.4% | -5.4% |
| 30D | -10.5% | +7.9% | -18.4% | -10.6% |
| 3M | +15.0% | -1.5% | +16.5% | +14.9% |
| 6M | -8.3% | +0.9% | -9.2% | -8.8% |
| YTD | -16.1% | +4.0% | -20.1% | -14.8% |
| 1Y | -30.8% | +10.4% | -41.1% | -28.5% |
| All | -30.8% | +11.3% | -42.0% | -28.5% |
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