+15,172.7%
INTC vs UDR
+2,878.3%
+12,294.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +7.1% | -2.0% | +9.1% | +7.8% |
| 30D | -5.2% | -5.2% | 0.0% | -3.5% |
| 3M | -14.3% | -5.8% | -8.5% | -13.2% |
| 6M | +110.2% | -1.7% | +111.9% | +109.6% |
| YTD | +159.6% | +2.4% | +157.3% | +154.4% |
| 1Y | +289.3% | -2.1% | +291.4% | +286.4% |
| 3Y | +166.1% | +4.2% | +161.8% | +157.2% |
| 5Y | +94.4% | -20.0% | +114.4% | +104.1% |
| 10Y | +227.7% | +44.6% | +183.1% | +174.2% |
| All | +15,172.7% | +2,878.3% | +12,294.5% | +5,976.5% |
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 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