-51.1%
NIO vs UDR
+11.3%
-62.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.7% | -3.8% |
| 7D | +2.8% | +2.0% | +0.8% | +2.6% |
| 30D | -8.4% | +7.9% | -16.3% | -9.1% |
| 3M | -32.0% | -1.5% | -30.5% | -32.1% |
| 6M | -43.9% | +0.9% | -44.8% | -44.8% |
| YTD | -35.7% | +4.0% | -39.7% | -38.0% |
| 1Y | -51.1% | +10.4% | -61.5% | -53.8% |
| All | -51.1% | +11.3% | -62.4% | -53.8% |
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