+66.7%
IBIT vs UDR
+5.9%
+60.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.6% |
| 7D | +1.4% | -2.1% | +3.5% | +2.1% |
| 30D | +20.6% | -5.6% | +26.3% | +22.8% |
| 3M | +23.7% | -5.8% | +29.5% | +25.7% |
| 6M | +15.0% | -1.1% | +16.1% | +14.5% |
| YTD | -10.6% | +1.6% | -12.2% | -11.9% |
| 1Y | -30.3% | -2.7% | -27.6% | -30.1% |
| All | +66.7% | +5.9% | +60.8% | +48.8% |
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