+28.0%
NBIS vs UDR
+14.9%
+13.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.6% | -10.3% | -2.3% |
| 7D | -22.4% | +7.2% | -29.6% | -15.2% |
| 30D | -39.1% | +10.5% | -49.6% | -31.1% |
| 3M | -37.3% | -2.3% | -35.0% | -37.9% |
| 6M | -19.8% | +4.0% | -23.8% | -18.7% |
| YTD | +69.1% | +5.6% | +63.5% | +76.5% |
| 1Y | +28.0% | +13.0% | +15.0% | +40.1% |
| All | +28.0% | +14.9% | +13.1% | +40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling