Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PLUG vs UDR✓SelectedUSD · UDRPLUG vs UDR performance historyLatest closeAs of+4.15%09/08
Stock and ETF performance explorer

PLUG vs UDR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+55.9%
UDR return
+42.1%
Excess return
+13.7%
Maximum drawdown
-99.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioUDRExcessAlpha
1D+4.1%-0.7%+4.9%+4.6%
7D+8.1%-2.1%+10.2%+9.6%
30D+3.7%-5.6%+9.3%+7.5%
3M-29.2%-5.8%-23.4%-27.2%
6M+6.1%-1.1%+7.2%+5.1%
YTD+14.7%+1.6%+13.1%+11.5%
1Y+56.9%-2.7%+59.6%+56.3%
3Y-71.6%+6.3%-77.9%-73.6%
5Y-91.0%-19.3%-71.7%-90.1%
10Y+55.9%+46.0%+9.9%+33.4%
All+55.9%+42.1%+13.7%+33.4%

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 10y: 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…

10y analysis · Full analysis span regression · 6 months rolling