+118.4%
POET vs UDR
+3.4%
+115.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.6% |
| 7D | +3.7% | -3.4% | +7.1% | +5.6% |
| 30D | -11.5% | -5.4% | -6.1% | -9.0% |
| 3M | -30.8% | -10.0% | -20.8% | -27.8% |
| 6M | +8.6% | -2.5% | +11.1% | +7.0% |
| YTD | +20.1% | -1.1% | +21.2% | +16.7% |
| 1Y | +35.7% | -3.9% | +39.6% | +34.3% |
| All | +118.4% | +3.4% | +115.0% | +129.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling