+59.9%
SIRI vs UDR
+14.9%
+45.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.6% | +4.9% | +7.1% |
| 7D | +22.3% | +7.2% | +15.0% | +19.5% |
| 30D | +26.9% | +10.5% | +16.5% | +23.1% |
| 3M | +9.6% | -2.3% | +11.9% | +9.8% |
| 6M | +27.2% | +4.0% | +23.2% | +25.9% |
| YTD | +72.4% | +5.6% | +66.8% | +68.1% |
| 1Y | +59.9% | +13.0% | +46.9% | +50.1% |
| All | +59.9% | +14.9% | +45.0% | +50.1% |
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 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