+9.9%
UDR vs DAR
+61.9%
-52.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.9% |
| 7D | -0.4% | +11.6% | -11.9% | -0.1% |
| 30D | +7.8% | -10.2% | +18.0% | +7.7% |
| 3M | -2.8% | -14.8% | +12.1% | -2.9% |
| 6M | -1.4% | -10.1% | +8.6% | -1.4% |
| YTD | +3.4% | +55.5% | -52.1% | -3.0% |
| 1Y | +9.9% | +61.7% | -51.8% | +2.3% |
| All | +9.9% | +61.9% | -52.0% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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