+614.2%
TEAM vs UDR
+50.0%
+564.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.8% |
| 7D | -2.4% | -0.4% | -2.0% | -2.3% |
| 30D | -26.7% | +7.8% | -34.5% | -28.9% |
| 3M | -9.6% | -2.8% | -6.9% | -8.8% |
| 6M | +86.0% | -1.4% | +87.5% | +86.5% |
| YTD | -7.5% | +3.4% | -10.9% | -9.5% |
| 1Y | -1.4% | +9.9% | -11.2% | -5.9% |
| 3Y | -14.3% | +28.5% | -42.8% | -23.3% |
| 5Y | -66.3% | -20.5% | -45.8% | -64.6% |
| 10Y | +445.6% | +54.2% | +391.4% | +359.4% |
| All | +614.2% | +50.0% | +564.2% | +523.6% |
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