-14.6%
TEAM vs UDR
+4.7%
-19.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.7% | -6.2% | -6.6% |
| 7D | -5.7% | -2.1% | -3.6% | -4.8% |
| 30D | +18.3% | -5.6% | +24.0% | +21.2% |
| 3M | +80.2% | -5.8% | +86.0% | +85.2% |
| 6M | +111.0% | -1.1% | +112.1% | +111.4% |
| YTD | +8.8% | +1.6% | +7.2% | +7.1% |
| 1Y | +2.2% | -2.7% | +4.8% | +2.8% |
| 3Y | -14.6% | +6.3% | -20.9% | -14.7% |
| All | -14.6% | +4.7% | -19.3% | -14.7% |
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