+344.9%
AHR vs UDR
+11.4%
+333.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.4% | -0.5% |
| 7D | -4.3% | -3.3% | -1.1% | -2.7% |
| 30D | -3.1% | -5.6% | +2.6% | -0.2% |
| 3M | +15.7% | -9.4% | +25.1% | +21.5% |
| 6M | +4.1% | -3.0% | +7.0% | +5.7% |
| YTD | +15.4% | -0.4% | +15.8% | +15.4% |
| 1Y | +28.0% | -5.1% | +33.1% | +31.3% |
| All | +344.9% | +11.4% | +333.5% | +345.1% |
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