+109.7%
HAL vs UDR
-18.0%
+127.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | +0.5% | -2.1% | +2.5% | +1.2% |
| 30D | +15.9% | -5.6% | +21.6% | +18.2% |
| 3M | -8.7% | -5.8% | -2.9% | -7.1% |
| 6M | +9.0% | -1.1% | +10.2% | +8.6% |
| YTD | +32.0% | +1.6% | +30.4% | +29.7% |
| 1Y | +72.5% | -2.7% | +75.1% | +72.2% |
| 3Y | -4.5% | +6.3% | -10.8% | -8.4% |
| 5Y | +109.7% | -19.3% | +129.0% | +132.0% |
| All | +109.7% | -18.0% | +127.7% | +132.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling