+28.5%
UDR vs RVTY
+85.4%
-56.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.5% | +1.2% |
| 7D | -0.4% | -0.5% | +0.1% | -0.3% |
| 30D | +7.8% | +1.5% | +6.2% | +7.1% |
| 3M | -2.8% | +31.5% | -34.2% | -9.5% |
| 6M | -1.4% | +62.7% | -64.1% | -13.5% |
| YTD | +3.4% | +60.0% | -56.6% | -9.6% |
| 1Y | +9.9% | +65.7% | -55.8% | -5.1% |
| 3Y | +28.5% | +85.2% | -56.7% | -1.3% |
| All | +28.5% | +85.4% | -56.9% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling