+74.2%
HAL vs UDR
-4.3%
+78.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +0.7% |
| 7D | -1.3% | -3.3% | +1.9% | -1.6% |
| 30D | +10.9% | -5.6% | +16.5% | +10.3% |
| 3M | -5.8% | -9.4% | +3.6% | -6.7% |
| 6M | +8.1% | -3.0% | +11.1% | +8.2% |
| YTD | +33.2% | -0.4% | +33.6% | +33.9% |
| 1Y | +74.2% | -5.1% | +79.3% | +76.2% |
| All | +74.2% | -4.3% | +78.4% | +76.2% |
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