-41.3%
INTU vs UDR
-19.0%
-22.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.2% | +2.0% | -3.3% | -2.3% |
| 30D | +12.4% | +7.9% | +4.5% | +7.9% |
| 3M | +2.3% | -1.5% | +3.7% | +3.2% |
| 6M | -13.3% | +0.9% | -14.2% | -13.7% |
| YTD | -47.9% | +4.0% | -51.9% | -49.4% |
| 1Y | -47.2% | +10.4% | -57.5% | -50.5% |
| 3Y | -33.9% | +26.9% | -60.8% | -46.0% |
| 5Y | -41.3% | -19.4% | -22.0% | -32.7% |
| All | -41.3% | -19.0% | -22.3% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling