+40,736.4%
ADI vs UDR
+2,908.2%
+37,828.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.6% | -3.1% |
| 7D | +9.5% | -0.4% | +9.8% | +9.6% |
| 30D | -1.4% | +7.8% | -9.1% | -4.1% |
| 3M | +4.7% | -2.8% | +7.5% | +5.4% |
| 6M | -7.4% | -1.4% | -6.0% | -7.7% |
| YTD | +48.1% | +3.4% | +44.7% | +44.9% |
| 1Y | +69.6% | +9.9% | +59.8% | +62.5% |
| 3Y | +144.4% | +28.5% | +115.9% | +121.4% |
| 5Y | +134.1% | -20.5% | +154.6% | +147.9% |
| 10Y | +632.8% | +54.2% | +578.5% | +505.6% |
| All | +40,736.4% | +2,908.2% | +37,828.3% | +12,129.0% |
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 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