+76.4%
AMZN vs UDR
+4.1%
+72.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.3% |
| 7D | -1.0% | -3.3% | +2.2% | -0.2% |
| 30D | -9.2% | -5.6% | -3.6% | -7.9% |
| 3M | +3.4% | -9.4% | +12.8% | +5.7% |
| 6M | +18.2% | -3.0% | +21.2% | +18.5% |
| YTD | +9.3% | -0.4% | +9.7% | +8.7% |
| 1Y | +5.9% | -5.1% | +11.1% | +6.7% |
| All | +76.4% | +4.1% | +72.3% | +86.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling