+65.2%
HAS vs UDR
+14.9%
+50.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.6% | -0.5% | +1.4% |
| 7D | +2.4% | +7.2% | -4.8% | -0.8% |
| 30D | +31.6% | +10.5% | +21.2% | +25.9% |
| 3M | +33.9% | -2.3% | +36.1% | +33.9% |
| 6M | +31.4% | +4.0% | +27.4% | +26.3% |
| YTD | +51.6% | +5.6% | +46.0% | +46.5% |
| 1Y | +65.2% | +13.0% | +52.1% | +54.5% |
| All | +65.2% | +14.9% | +50.3% | +54.5% |
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