+6.3%
UDR vs RVTY
+16.6%
-10.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.2% |
| 7D | -2.1% | +0.4% | -2.4% | -2.2% |
| 30D | -5.6% | +10.8% | -16.5% | -8.0% |
| 3M | -5.8% | +26.8% | -32.6% | -11.3% |
| 6M | -1.1% | +39.3% | -40.4% | -9.7% |
| YTD | +1.6% | +31.6% | -30.0% | -6.2% |
| 1Y | -2.7% | +47.7% | -50.4% | -13.4% |
| 3Y | +6.3% | +19.9% | -13.6% | -5.7% |
| All | +6.3% | +16.6% | -10.3% | -5.7% |
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