+14,280.5%
INTU vs UDR
+1,558.3%
+12,722.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -7.1% | -2.0% | -5.1% | -6.4% |
| 30D | +1.5% | -5.2% | +6.6% | +3.5% |
| 3M | +10.7% | -5.8% | +16.4% | +13.3% |
| 6M | -23.8% | -1.7% | -22.1% | -23.5% |
| YTD | -49.3% | +2.4% | -51.7% | -50.0% |
| 1Y | -49.7% | -2.1% | -47.5% | -49.6% |
| 3Y | -38.0% | +4.2% | -42.2% | -40.0% |
| 5Y | -38.7% | -20.0% | -18.7% | -34.6% |
| 10Y | +221.3% | +44.6% | +176.7% | +170.5% |
| All | +14,280.5% | +1,558.3% | +12,722.2% | +3,972.7% |
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 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