-23.4%
UBER vs UDR
-3.7%
-19.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.1% |
| 7D | -4.5% | -3.4% | -1.1% | -4.2% |
| 30D | -7.6% | -5.4% | -2.2% | -7.1% |
| 3M | +5.8% | -10.0% | +15.7% | +6.7% |
| 6M | +0.3% | -2.5% | +2.8% | +1.1% |
| YTD | -11.2% | -1.1% | -10.1% | -10.8% |
| All | -23.4% | -3.7% | -19.6% | -24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling