+55.9%
OVV vs UDR
-1.4%
+57.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | +0.3% | -2.0% | +2.3% | +0.3% |
| 30D | +11.7% | -5.2% | +16.9% | +11.8% |
| 3M | +9.8% | -5.8% | +15.6% | +9.8% |
| 6M | +26.6% | -1.7% | +28.3% | +28.0% |
| YTD | +67.0% | +2.4% | +64.7% | +67.7% |
| 1Y | +55.9% | -2.1% | +58.0% | +50.3% |
| All | +55.9% | -1.4% | +57.3% | +50.3% |
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 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