+565.7%
AMZN vs UDR
+47.2%
+518.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +2.0% |
| 7D | -0.7% | -3.5% | +2.8% | +0.3% |
| 30D | -3.9% | -5.3% | +1.4% | -2.4% |
| 3M | +6.3% | -9.5% | +15.9% | +9.2% |
| 6M | +20.8% | -0.7% | +21.4% | +20.5% |
| YTD | +11.2% | -1.2% | +12.4% | +11.0% |
| 1Y | +11.7% | -5.7% | +17.4% | +12.9% |
| 3Y | +79.4% | +3.7% | +75.7% | +75.0% |
| 5Y | +48.0% | -18.9% | +67.0% | +53.5% |
| All | +565.7% | +47.2% | +518.5% | +534.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling