-12.4%
INFQ vs UDR
-3.8%
-8.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.0% | +6.2% |
| 7D | +7.6% | -2.1% | +9.7% | +7.3% |
| 30D | +14.7% | -5.6% | +20.3% | +14.0% |
| 3M | -7.8% | -5.8% | -2.0% | -11.0% |
| 6M | +28.0% | -1.1% | +29.1% | +19.8% |
| All | -12.4% | -3.8% | -8.6% | -14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling