+121,410.5%
AAPL vs UDR
+2,856.1%
+118,554.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.4% | -0.9% |
| 7D | -2.7% | -2.1% | -0.7% | -2.1% |
| 30D | +1.0% | -5.6% | +6.6% | +2.8% |
| 3M | +5.0% | -5.8% | +10.7% | +6.6% |
| 6M | +23.0% | -1.1% | +24.2% | +23.1% |
| YTD | +16.6% | +1.6% | +15.0% | +15.6% |
| 1Y | +33.4% | -2.7% | +36.1% | +33.8% |
| 3Y | +79.9% | +6.3% | +73.6% | +74.5% |
| 5Y | +109.0% | -19.3% | +128.3% | +119.0% |
| 10Y | +1,210.4% | +46.0% | +1,164.4% | +1,026.8% |
| All | +121,410.5% | +2,856.1% | +118,554.4% | +58,519.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling