-80.5%
FCUV vs UDR
-1.4%
-79.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | 0.0% | -13.7% | -13.6% |
| 7D | +62.8% | -2.0% | +64.8% | +61.4% |
| 30D | +66.5% | -5.2% | +71.7% | +63.2% |
| 3M | +459.9% | -5.8% | +465.7% | +443.4% |
| 6M | -12.4% | -1.7% | -10.7% | -10.9% |
| YTD | -47.5% | +2.4% | -49.9% | -46.3% |
| 1Y | -80.5% | -2.1% | -78.4% | -77.0% |
| All | -80.5% | -1.4% | -79.1% | -77.0% |
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