-6.2%
POET vs UDR
-20.1%
+14.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.7% |
| 7D | +3.7% | -3.4% | +7.1% | +5.0% |
| 30D | -11.5% | -5.4% | -6.1% | -9.8% |
| 3M | -30.8% | -10.0% | -20.8% | -28.7% |
| 6M | +8.6% | -2.5% | +11.1% | +7.9% |
| YTD | +20.1% | -1.1% | +21.2% | +18.4% |
| 1Y | +35.7% | -3.9% | +39.6% | +35.3% |
| 3Y | +116.5% | +3.4% | +113.1% | +111.8% |
| All | -6.2% | -20.1% | +14.0% | -2.7% |
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 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