+348.6%
MXL vs UDR
-2.2%
+350.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.0% | +9.5% | +6.4% |
| 7D | +19.0% | -3.3% | +22.2% | +16.9% |
| 30D | +4.5% | -5.6% | +10.1% | +1.4% |
| 3M | -1.5% | -9.4% | +7.9% | -7.0% |
| 6M | +348.6% | -3.0% | +351.6% | +311.9% |
| All | +348.6% | -2.2% | +350.8% | +311.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling