+2,908.2%
UDR vs RRC
+1,510.8%
+1,397.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.8% |
| 7D | -0.4% | +6.4% | -6.8% | -0.9% |
| 30D | +7.8% | +23.9% | -16.1% | +5.5% |
| 3M | -2.8% | +30.2% | -33.0% | -5.3% |
| 6M | -1.4% | +26.3% | -27.7% | -3.8% |
| YTD | +3.4% | +48.1% | -44.7% | -0.7% |
| 1Y | +9.9% | +37.7% | -27.8% | +6.1% |
| 3Y | +28.5% | +60.3% | -31.8% | +21.5% |
| 5Y | -20.5% | +135.3% | -155.8% | -28.7% |
| 10Y | +54.2% | +73.3% | -19.1% | +29.9% |
| All | +2,908.2% | +1,510.8% | +1,397.4% | +2,146.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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