-50.9%
OPEN vs UDR
-4.3%
-46.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -1.4% |
| 7D | -2.9% | -3.3% | +0.3% | -1.4% |
| 30D | -13.8% | -5.6% | -8.2% | -11.5% |
| 3M | -30.9% | -9.4% | -21.5% | -28.2% |
| 6M | -40.9% | -3.0% | -38.0% | -41.3% |
| YTD | -48.5% | -0.4% | -48.2% | -50.9% |
| 1Y | -50.9% | -5.1% | -45.8% | -20.0% |
| All | -50.9% | -4.3% | -46.6% | -20.0% |
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 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