-42.7%
ACHR vs UDR
+18.6%
-61.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -0.7% | -2.0% | +1.3% | +0.6% |
| 30D | +9.8% | -5.2% | +15.0% | +13.5% |
| 3M | -10.5% | -5.8% | -4.7% | -8.3% |
| 6M | -15.5% | -1.7% | -13.8% | -16.3% |
| YTD | -24.1% | +2.4% | -26.4% | -27.1% |
| 1Y | -32.4% | -2.1% | -30.3% | -33.4% |
| 3Y | -11.6% | +4.2% | -15.8% | -16.9% |
| 5Y | -42.9% | -20.0% | -22.9% | -40.1% |
| All | -42.7% | +18.6% | -61.3% | -44.3% |
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