-48.1%
AXON vs UDR
+11.4%
-59.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.3% |
| 7D | -28.7% | +2.2% | -31.0% | -29.4% |
| 30D | -28.3% | +8.0% | -36.4% | -30.9% |
| 3M | -46.9% | -3.3% | -43.6% | -46.3% |
| 6M | -24.9% | +1.0% | -25.9% | -24.8% |
| YTD | -46.6% | +4.2% | -50.8% | -47.1% |
| All | -48.1% | +11.4% | -59.6% | -48.9% |
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