+46.0%
UDR vs RACE
+793.3%
-747.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.5% |
| 7D | -2.1% | -1.0% | -1.0% | -1.8% |
| 30D | -5.6% | -1.5% | -4.1% | -5.3% |
| 3M | -5.8% | +15.5% | -21.2% | -9.7% |
| 6M | -1.1% | +17.3% | -18.4% | -6.0% |
| YTD | +1.6% | +11.1% | -9.5% | -2.4% |
| 1Y | -2.7% | -14.3% | +11.6% | 0.0% |
| 3Y | +6.3% | +40.2% | -33.9% | -8.8% |
| 5Y | -19.3% | +92.6% | -111.9% | -38.4% |
| 10Y | +46.0% | +786.6% | -740.6% | -18.7% |
| All | +46.0% | +793.3% | -747.3% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RACE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling