+415.3%
ASX vs UDR
-18.0%
+433.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.2% | +7.6% | +6.7% |
| 7D | -19.9% | +3.0% | -22.9% | -20.5% |
| 30D | -30.9% | +10.3% | -41.1% | -32.8% |
| 3M | -15.1% | -2.9% | -12.2% | -14.6% |
| 6M | -6.5% | +0.3% | -6.8% | -7.7% |
| YTD | +98.4% | +3.8% | +94.6% | +92.7% |
| 1Y | +107.9% | +12.7% | +95.1% | +95.5% |
| 3Y | +325.3% | +27.6% | +297.7% | +265.6% |
| All | +415.3% | -18.0% | +433.3% | +457.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling