+26.5%
SPMO vs UDR
-2.2%
+28.7%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | -0.6% |
| 7D | +2.7% | -3.3% | +6.0% | +1.8% |
| 30D | +1.1% | -5.6% | +6.7% | -0.5% |
| 3M | +2.0% | -9.4% | +11.5% | -0.6% |
| 6M | +26.5% | -3.0% | +29.5% | +24.5% |
| All | +26.5% | -2.2% | +28.7% | +24.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling