+14,671.9%
INTU vs UDR
+1,560.7%
+13,111.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | -4.1% | -2.4% | -1.8% | -3.3% |
| 30D | +12.8% | +6.7% | +6.2% | +10.3% |
| 3M | +2.1% | -1.8% | +3.9% | +2.9% |
| 6M | -11.5% | -1.8% | -9.7% | -10.8% |
| YTD | -47.9% | +2.5% | -50.4% | -48.6% |
| 1Y | -47.7% | +7.9% | -55.6% | -49.4% |
| 3Y | -34.0% | +25.1% | -59.0% | -40.1% |
| 5Y | -43.5% | -21.2% | -22.4% | -39.3% |
| 10Y | +231.1% | +52.9% | +178.2% | +174.0% |
| All | +14,671.9% | +1,560.7% | +13,111.2% | +4,085.2% |
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