+1,972.6%
NOW vs UDR
+142.4%
+1,830.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.1% |
| 7D | -3.0% | +3.0% | -6.0% | -4.1% |
| 30D | -26.0% | +10.3% | -36.3% | -29.0% |
| 3M | -13.1% | -2.9% | -10.2% | -12.4% |
| 6M | +14.5% | +0.3% | +14.2% | +13.7% |
| YTD | -33.4% | +3.8% | -37.2% | -35.1% |
| 1Y | -40.6% | +12.7% | -53.4% | -44.1% |
| 3Y | -16.3% | +27.6% | -43.9% | -26.2% |
| 5Y | -26.3% | -18.6% | -7.7% | -22.5% |
| 10Y | +512.7% | +52.4% | +460.3% | +394.7% |
| All | +1,972.6% | +142.4% | +1,830.1% | +1,259.4% |
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