+19,380.1%
DINO vs UDR
+2,878.3%
+16,501.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.7% | -2.0% | +7.7% | +6.5% |
| 30D | +27.8% | -5.2% | +33.0% | +30.3% |
| 3M | +45.6% | -5.8% | +51.4% | +48.4% |
| 6M | +88.5% | -1.7% | +90.2% | +88.2% |
| YTD | +134.1% | +2.4% | +131.7% | +129.8% |
| 1Y | +111.1% | -2.1% | +113.2% | +110.4% |
| 3Y | +109.1% | +4.2% | +104.9% | +101.3% |
| 5Y | +307.2% | -20.0% | +327.2% | +325.4% |
| 10Y | +495.9% | +44.6% | +451.3% | +398.4% |
| All | +19,380.1% | +2,878.3% | +16,501.9% | +8,753.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling