+47.1%
UDR vs RACE
+802.1%
-755.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.5% |
| 7D | -2.0% | -2.5% | +0.5% | -1.4% |
| 30D | -5.2% | +0.8% | -6.0% | -5.5% |
| 3M | -5.8% | +17.2% | -22.9% | -10.1% |
| 6M | -1.7% | +13.6% | -15.3% | -5.8% |
| YTD | +2.4% | +12.2% | -9.8% | -1.9% |
| 1Y | -2.1% | -16.3% | +14.1% | +1.2% |
| 3Y | +4.2% | +36.4% | -32.2% | -9.8% |
| 5Y | -20.0% | +95.0% | -115.0% | -39.2% |
| All | +47.1% | +802.1% | -755.0% | -18.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling