-63.0%
PINS vs UDR
-18.0%
-45.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | -0.9% |
| 7D | -5.2% | -2.1% | -3.2% | -4.3% |
| 30D | -14.9% | -5.6% | -9.3% | -12.7% |
| 3M | -8.4% | -5.8% | -2.6% | -6.2% |
| 6M | +0.6% | -1.1% | +1.8% | +0.6% |
| YTD | -22.2% | +1.6% | -23.8% | -23.6% |
| 1Y | -46.9% | -2.7% | -44.3% | -46.8% |
| 3Y | -26.9% | +6.3% | -33.2% | -31.3% |
| 5Y | -63.0% | -19.3% | -43.7% | -62.3% |
| All | -63.0% | -18.0% | -45.0% | -62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling