+74.5%
UBER vs UDR
+5.7%
+68.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.4% |
| 7D | -4.5% | -3.4% | -1.1% | -3.0% |
| 30D | -7.6% | -5.4% | -2.2% | -5.2% |
| 3M | +5.8% | -10.0% | +15.7% | +10.8% |
| 6M | +0.3% | -2.5% | +2.8% | +0.9% |
| YTD | -11.2% | -1.1% | -10.1% | -11.5% |
| 1Y | -23.0% | -3.9% | -19.1% | -22.5% |
| 3Y | +53.6% | +3.4% | +50.2% | +46.9% |
| 5Y | +81.9% | -18.9% | +100.8% | +93.8% |
| All | +74.5% | +5.7% | +68.8% | +64.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling