+37,071.2%
ADI vs UDR
+2,878.3%
+34,192.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.4% | -2.0% | +2.4% | +1.1% |
| 30D | -3.8% | -5.2% | +1.4% | -2.1% |
| 3M | -15.3% | -5.8% | -9.5% | -14.0% |
| 6M | +6.7% | -1.7% | +8.4% | +6.6% |
| YTD | +34.8% | +2.4% | +32.4% | +32.7% |
| 1Y | +49.0% | -2.1% | +51.1% | +48.8% |
| 3Y | +108.1% | +4.2% | +103.9% | +102.7% |
| 5Y | +142.4% | -20.0% | +162.4% | +156.4% |
| 10Y | +589.9% | +44.6% | +545.3% | +482.8% |
| All | +37,071.2% | +2,878.3% | +34,192.9% | +11,097.2% |
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