+70.9%
NVT vs UDR
-1.4%
+72.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +5.1% | -2.0% | +7.1% | +4.4% |
| 30D | -3.7% | -5.2% | +1.5% | -5.2% |
| 3M | -10.1% | -5.8% | -4.4% | -11.8% |
| 6M | +37.5% | -1.7% | +39.2% | +34.1% |
| YTD | +53.7% | +2.4% | +51.4% | +51.7% |
| 1Y | +70.9% | -2.1% | +73.0% | +68.5% |
| All | +70.9% | -1.4% | +72.3% | +68.5% |
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