+86.5%
ATI vs UDR
+14.9%
+71.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.6% | -4.3% | -0.5% |
| 7D | +8.3% | +7.2% | +1.1% | +8.7% |
| 30D | -7.3% | +10.5% | -17.7% | -7.0% |
| 3M | -10.5% | -2.3% | -8.3% | -10.1% |
| 6M | +16.4% | +4.0% | +12.4% | +13.7% |
| YTD | +56.1% | +5.6% | +50.4% | +50.5% |
| 1Y | +86.5% | +13.0% | +73.5% | +73.5% |
| All | +86.5% | +14.9% | +71.6% | +73.5% |
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 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