+14,059.5%
NUE vs UDR
+2,856.2%
+11,203.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.5% |
| 7D | +1.8% | -2.1% | +3.8% | +2.7% |
| 30D | -6.0% | -5.6% | -0.3% | -3.6% |
| 3M | +1.4% | -5.8% | +7.2% | +3.7% |
| 6M | +52.8% | -1.1% | +53.9% | +52.8% |
| YTD | +58.1% | +1.6% | +56.5% | +56.0% |
| 1Y | +80.4% | -2.7% | +83.1% | +80.9% |
| 3Y | +62.3% | +6.3% | +56.0% | +54.5% |
| 5Y | +146.2% | -19.3% | +165.5% | +162.5% |
| 10Y | +549.5% | +46.0% | +503.5% | +417.5% |
| All | +14,059.5% | +2,856.2% | +11,203.3% | +4,600.9% |
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 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