+28.5%
UDR vs RACE
+24.7%
+3.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.7% |
| 7D | -0.4% | -1.2% | +0.8% | -0.2% |
| 30D | +7.8% | +6.1% | +1.6% | +6.9% |
| 3M | -2.8% | -0.3% | -2.5% | -2.8% |
| 6M | -1.4% | +23.4% | -24.9% | -4.7% |
| YTD | +3.4% | +12.5% | -9.1% | +0.9% |
| 1Y | +9.9% | -0.5% | +10.3% | +9.2% |
| 3Y | +28.5% | +23.6% | +4.9% | +18.1% |
| All | +28.5% | +24.7% | +3.8% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling