+67.1%
PWR vs UDR
-3.8%
+70.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | +4.2% | -3.5% | +7.7% | +3.3% |
| 30D | -4.0% | -5.3% | +1.3% | -5.3% |
| 3M | -4.8% | -9.5% | +4.8% | -7.2% |
| 6M | +14.6% | -0.7% | +15.3% | +10.9% |
| YTD | +54.2% | -1.2% | +55.4% | +50.2% |
| 1Y | +67.1% | -5.7% | +72.9% | +65.8% |
| All | +67.1% | -3.8% | +70.9% | +65.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling