+249.2%
ASX vs UDR
-2.7%
+251.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +5.8% |
| 7D | +6.3% | -2.1% | +8.4% | +5.4% |
| 30D | +6.4% | -5.6% | +12.0% | +4.0% |
| 3M | +13.1% | -5.8% | +18.9% | +10.3% |
| 6M | +90.3% | -1.1% | +91.4% | +85.5% |
| YTD | +149.6% | +1.6% | +148.0% | +148.3% |
| 1Y | +249.2% | -2.7% | +251.8% | +236.2% |
| All | +249.2% | -2.7% | +251.9% | +236.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling