+66.7%
PANW vs UDR
-3.8%
+70.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.3% | -2.3% |
| 7D | -0.8% | -3.5% | +2.7% | -1.3% |
| 30D | -14.6% | -5.3% | -9.3% | -15.3% |
| 3M | +18.3% | -9.5% | +27.8% | +16.9% |
| 6M | +100.5% | -0.7% | +101.1% | +98.3% |
| YTD | +79.5% | -1.2% | +80.7% | +78.4% |
| 1Y | +66.7% | -5.7% | +72.5% | +62.7% |
| All | +66.7% | -3.8% | +70.5% | +62.7% |
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