+658.6%
ONTO vs UDR
-4.2%
+662.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.1% | +6.1% |
| 7D | -1.0% | -2.0% | +1.0% | 0.0% |
| 30D | -2.9% | -5.2% | +2.3% | -0.4% |
| 3M | -2.5% | -5.8% | +3.3% | -0.9% |
| 6M | +28.2% | -1.7% | +29.9% | +27.1% |
| YTD | +69.8% | +2.4% | +67.4% | +64.3% |
| 1Y | +162.9% | -2.1% | +165.0% | +159.3% |
| 3Y | +95.9% | +4.2% | +91.7% | +82.4% |
| 5Y | +244.5% | -20.0% | +264.5% | +266.9% |
| All | +658.6% | -4.2% | +662.8% | +630.0% |
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