+262,336.6%
AMZN vs UDR
+1,113.2%
+261,223.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | +0.8% | -2.1% | +2.9% | +1.6% |
| 30D | -6.4% | -5.6% | -0.8% | -4.2% |
| 3M | +4.8% | -5.8% | +10.6% | +7.0% |
| 6M | +20.5% | -1.1% | +21.6% | +20.4% |
| YTD | +11.3% | +1.6% | +9.7% | +9.7% |
| 1Y | +9.0% | -2.7% | +11.6% | +9.1% |
| 3Y | +85.9% | +6.3% | +79.6% | +76.7% |
| 5Y | +45.8% | -19.3% | +65.1% | +54.8% |
| 10Y | +555.5% | +46.0% | +509.5% | +401.7% |
| All | +262,336.6% | +1,113.2% | +261,223.4% | +46,087.1% |
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