+161.6%
ATI vs UDR
-3.8%
+165.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | -5.6% | -3.5% | -2.2% | -5.8% |
| 30D | -13.7% | -5.3% | -8.4% | -14.0% |
| 3M | -0.4% | -9.5% | +9.2% | -1.2% |
| 6M | +26.2% | -0.7% | +26.9% | +22.7% |
| YTD | +73.2% | -1.2% | +74.4% | +69.1% |
| 1Y | +161.6% | -5.7% | +167.4% | +166.9% |
| All | +161.6% | -3.8% | +165.4% | +166.9% |
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