+449.8%
SOXL vs UDR
+3.4%
+446.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.3% | -7.5% |
| 7D | +8.5% | -3.4% | +11.8% | +11.1% |
| 30D | -13.0% | -5.4% | -7.5% | -9.8% |
| 3M | -35.9% | -10.0% | -26.0% | -33.6% |
| 6M | +112.1% | -2.5% | +114.6% | +99.1% |
| YTD | +175.4% | -1.1% | +176.5% | +152.3% |
| 1Y | +304.9% | -3.9% | +308.8% | +278.7% |
| All | +449.8% | +3.4% | +446.5% | +401.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling