+10,141.2%
RTX vs UDR
+2,882.6%
+7,258.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.1% |
| 7D | +3.4% | -2.4% | +5.8% | +4.2% |
| 30D | +8.4% | +6.7% | +1.7% | +5.9% |
| 3M | -10.7% | -1.8% | -8.9% | -10.3% |
| 6M | +11.7% | -1.8% | +13.5% | +12.0% |
| YTD | +9.3% | +2.5% | +6.8% | +7.7% |
| 1Y | +13.3% | +7.9% | +5.4% | +9.6% |
| 3Y | +156.1% | +25.1% | +131.0% | +132.5% |
| 5Y | +148.5% | -21.2% | +169.7% | +161.0% |
| 10Y | +263.6% | +52.9% | +210.7% | +207.1% |
| All | +10,141.2% | +2,882.6% | +7,258.6% | +3,721.2% |
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 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