+19,165.6%
SOXL vs UDR
+276.7%
+18,888.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.3% | -7.1% |
| 7D | +8.5% | -3.4% | +11.8% | +13.2% |
| 30D | -13.0% | -5.4% | -7.5% | -7.2% |
| 3M | -35.9% | -10.0% | -26.0% | -31.1% |
| 6M | +112.1% | -2.5% | +114.6% | +101.0% |
| YTD | +175.4% | -1.1% | +176.5% | +153.3% |
| 1Y | +304.9% | -3.9% | +308.8% | +277.5% |
| 3Y | +448.6% | +3.4% | +445.1% | +370.8% |
| 5Y | +156.1% | -18.9% | +175.0% | +240.4% |
| 10Y | +4,957.3% | +46.8% | +4,910.5% | +2,905.7% |
| All | +19,165.6% | +276.7% | +18,888.9% | +3,068.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling