+45.9%
VALE vs UDR
+3.3%
+42.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -0.3% | -3.5% | +3.2% | +0.8% |
| 30D | +8.6% | -5.3% | +13.9% | +10.3% |
| 3M | +2.0% | -9.5% | +11.5% | +4.8% |
| 6M | +2.1% | -0.7% | +2.8% | +1.7% |
| YTD | +20.2% | -1.2% | +21.4% | +19.8% |
| 1Y | +55.2% | -5.7% | +60.9% | +57.0% |
| 3Y | +45.9% | +3.7% | +42.2% | +47.7% |
| All | +45.9% | +3.3% | +42.6% | +47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling