+50.8%
PAAS vs UDR
-4.3%
+55.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.7% | +3.8% |
| 7D | +2.6% | -3.3% | +5.9% | +2.9% |
| 30D | +2.5% | -5.6% | +8.1% | +2.9% |
| 3M | +15.1% | -9.4% | +24.5% | +16.2% |
| 6M | -12.1% | -3.0% | -9.1% | -12.8% |
| YTD | +3.1% | -0.4% | +3.5% | +3.0% |
| 1Y | +50.8% | -5.1% | +56.0% | +53.0% |
| All | +50.8% | -4.3% | +55.1% | +53.0% |
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