+357.4%
SOXL vs UDR
-1.4%
+358.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.8% | +9.9% |
| 7D | +5.3% | -2.0% | +7.3% | +3.4% |
| 30D | -11.2% | -5.2% | -6.0% | -15.3% |
| 3M | -55.4% | -5.8% | -49.6% | -57.3% |
| 6M | +107.1% | -1.7% | +108.8% | +94.6% |
| YTD | +179.0% | +2.4% | +176.7% | +173.5% |
| 1Y | +357.4% | -2.1% | +359.5% | +346.9% |
| All | +357.4% | -1.4% | +358.8% | +346.9% |
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