+55.3%
BE vs UDR
+14.9%
+40.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.6% | -9.9% | -4.4% |
| 7D | -12.1% | +7.2% | -19.4% | -8.7% |
| 30D | -30.1% | +10.5% | -40.5% | -26.3% |
| 3M | -12.1% | -2.3% | -9.9% | -13.0% |
| 6M | -30.6% | +4.0% | -34.6% | -32.1% |
| YTD | +130.6% | +5.6% | +125.0% | +142.1% |
| 1Y | +55.3% | +13.0% | +42.3% | +57.1% |
| All | +55.3% | +14.9% | +40.4% | +57.1% |
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