+32.1%
RTX vs UDR
-4.3%
+36.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.3% | -0.3% |
| 7D | -1.6% | -3.3% | +1.6% | -1.0% |
| 30D | -11.6% | -5.6% | -5.9% | -10.7% |
| 3M | +9.2% | -9.4% | +18.6% | +11.2% |
| 6M | -4.4% | -3.0% | -1.5% | -4.5% |
| YTD | +8.9% | -0.4% | +9.3% | +7.7% |
| 1Y | +32.1% | -5.1% | +37.3% | +34.2% |
| All | +32.1% | -4.3% | +36.4% | +34.2% |
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