+34,426.4%
TQQQ vs UDR
+333.8%
+34,092.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | -1.9% | -3.5% | +1.5% | +1.9% |
| 30D | -4.9% | -5.3% | +0.5% | +0.7% |
| 3M | -6.4% | -9.5% | +3.1% | +2.1% |
| 6M | +44.4% | -0.7% | +45.1% | +40.2% |
| YTD | +35.2% | -1.2% | +36.3% | +30.8% |
| 1Y | +49.5% | -5.7% | +55.3% | +50.8% |
| 3Y | +250.7% | +3.7% | +247.0% | +214.5% |
| 5Y | +104.7% | -18.9% | +123.6% | +162.1% |
| 10Y | +3,029.5% | +46.7% | +2,982.8% | +1,905.0% |
| All | +34,426.4% | +333.8% | +34,092.6% | +7,391.3% |
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