+21.9%
QQQ vs UDR
-3.7%
+25.6%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.3% | -1.1% |
| 7D | -1.3% | -3.4% | +2.1% | -1.5% |
| 30D | -1.4% | -5.4% | +4.1% | -1.7% |
| 3M | +2.3% | -10.0% | +12.2% | +1.6% |
| 6M | +16.9% | -2.5% | +19.4% | +15.1% |
| YTD | +15.6% | -1.1% | +16.8% | +14.6% |
| All | +21.9% | -3.7% | +25.6% | +20.7% |
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 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