+45.2%
UBER vs UDR
+4.1%
+41.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.8% | -2.2% |
| 7D | -7.0% | -3.3% | -3.8% | -6.0% |
| 30D | -8.9% | -5.6% | -3.3% | -7.1% |
| 3M | +1.0% | -9.4% | +10.4% | +4.3% |
| 6M | -3.7% | -3.0% | -0.8% | -3.0% |
| YTD | -13.0% | -0.4% | -12.6% | -13.4% |
| 1Y | -25.5% | -5.1% | -20.4% | -24.5% |
| All | +45.2% | +4.1% | +41.1% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling