+236.7%
INTU vs UDR
+54.6%
+182.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | 0.0% |
| 7D | +0.1% | -0.4% | +0.4% | +0.2% |
| 30D | +10.1% | +7.8% | +2.3% | +6.2% |
| 3M | -4.2% | -2.8% | -1.4% | -2.8% |
| 6M | -7.2% | -1.4% | -5.8% | -6.6% |
| YTD | -47.7% | +3.4% | -51.1% | -48.8% |
| 1Y | -46.7% | +9.9% | -56.6% | -49.5% |
| 3Y | -34.1% | +28.5% | -62.6% | -43.4% |
| 5Y | -43.3% | -20.5% | -22.8% | -38.5% |
| All | +236.7% | +54.6% | +182.1% | +189.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling