+42.5%
AAPL vs UDR
-3.7%
+46.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.7% |
| 7D | -0.5% | -3.4% | +2.9% | +0.1% |
| 30D | +7.1% | -5.4% | +12.5% | +8.1% |
| 3M | +12.1% | -10.0% | +22.1% | +14.2% |
| 6M | +25.4% | -2.5% | +28.0% | +24.7% |
| YTD | +20.5% | -1.1% | +21.6% | +21.0% |
| All | +42.5% | -3.7% | +46.2% | +41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling