+791.5%
PODD vs UDR
+182.5%
+609.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.2% |
| 7D | -4.1% | -2.1% | -2.0% | -3.1% |
| 30D | +0.8% | -5.6% | +6.4% | +3.7% |
| 3M | -6.1% | -5.8% | -0.3% | -3.2% |
| 6M | -40.0% | -1.1% | -38.9% | -39.7% |
| YTD | -49.9% | +1.6% | -51.6% | -50.4% |
| 1Y | -59.3% | -2.7% | -56.6% | -58.9% |
| 3Y | -17.2% | +6.3% | -23.5% | -20.9% |
| 5Y | -53.0% | -19.3% | -33.7% | -48.7% |
| 10Y | +226.1% | +46.0% | +180.1% | +142.6% |
| All | +791.5% | +182.5% | +609.0% | +225.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling