+54.5%
ADI vs UDR
-3.8%
+58.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +4.9% | +4.9% |
| 7D | +4.6% | -3.5% | +8.0% | +4.9% |
| 30D | -1.2% | -5.3% | +4.1% | -0.8% |
| 3M | -7.8% | -9.5% | +1.7% | -7.4% |
| 6M | +19.3% | -0.7% | +20.0% | +15.6% |
| YTD | +40.9% | -1.2% | +42.1% | +36.2% |
| 1Y | +54.5% | -5.7% | +60.2% | +48.5% |
| All | +54.5% | -3.8% | +58.3% | +48.5% |
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 2025-09-11 to 2026-09-11: 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling