+16.8%
HAS vs UDR
-4.3%
+21.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -0.8% |
| 7D | -4.8% | -3.3% | -1.6% | -3.7% |
| 30D | -5.1% | -5.6% | +0.5% | -3.1% |
| 3M | +6.4% | -9.4% | +15.8% | +10.0% |
| 6M | -5.6% | -3.0% | -2.7% | -5.9% |
| YTD | +11.0% | -0.4% | +11.4% | +10.2% |
| 1Y | +16.8% | -5.1% | +21.9% | +21.6% |
| All | +16.8% | -4.3% | +21.0% | +21.6% |
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