+866.8%
NVDX vs UDR
+14.0%
+852.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.8% |
| 7D | +7.3% | -2.1% | +9.4% | +7.5% |
| 30D | -0.9% | -5.6% | +4.7% | -0.4% |
| 3M | +8.4% | -5.8% | +14.2% | +8.5% |
| 6M | +38.2% | -1.1% | +39.3% | +36.5% |
| YTD | +19.3% | +1.6% | +17.7% | +17.4% |
| 1Y | +33.3% | -2.7% | +35.9% | +33.0% |
| All | +866.8% | +14.0% | +852.8% | +849.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling