+57.0%
UDR vs SUI
+117.1%
-60.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.5% |
| 7D | +2.0% | +3.4% | -1.4% | -0.3% |
| 30D | +7.9% | +4.6% | +3.3% | +4.4% |
| 3M | -1.5% | +1.6% | -3.1% | -2.9% |
| 6M | +0.9% | -3.5% | +4.4% | +2.8% |
| YTD | +4.0% | -1.0% | +5.0% | +3.9% |
| 1Y | +10.4% | -1.7% | +12.1% | +10.7% |
| 3Y | +26.9% | +18.4% | +8.6% | +8.5% |
| 5Y | -19.4% | -26.3% | +7.0% | -4.2% |
| 10Y | +57.0% | +123.3% | -66.3% | -21.0% |
| All | +57.0% | +117.1% | -60.1% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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