-45.6%
CHTR vs UDR
+14.9%
-60.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.6% | +2.1% | +3.9% |
| 7D | +14.1% | +7.2% | +6.9% | +10.6% |
| 30D | +11.6% | +10.5% | +1.1% | +6.8% |
| 3M | -21.4% | -2.3% | -19.2% | -20.9% |
| 6M | -27.3% | +4.0% | -31.3% | -28.1% |
| YTD | -42.4% | +5.6% | -48.0% | -43.6% |
| 1Y | -45.6% | +13.0% | -58.6% | -49.7% |
| All | -45.6% | +14.9% | -60.5% | -49.7% |
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