-53.1%
TEAM vs UDR
-20.7%
-32.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +2.1% |
| 7D | -4.7% | -3.3% | -1.4% | -2.5% |
| 30D | +17.0% | -5.6% | +22.7% | +21.7% |
| 3M | +85.9% | -9.4% | +95.3% | +99.3% |
| 6M | +116.7% | -3.0% | +119.6% | +118.9% |
| YTD | +9.6% | -0.4% | +10.0% | +7.8% |
| 1Y | -2.5% | -5.1% | +2.6% | -0.5% |
| 3Y | -14.0% | +4.2% | -18.2% | -21.6% |
| 5Y | -53.1% | -19.5% | -33.6% | -44.6% |
| All | -53.1% | -20.7% | -32.4% | -44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling