+46.0%
UDR vs SUI
+104.3%
-58.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | +0.3% |
| 7D | -2.1% | -3.1% | +1.1% | +0.1% |
| 30D | -5.6% | -2.3% | -3.3% | -4.2% |
| 3M | -5.8% | -2.8% | -3.0% | -4.1% |
| 6M | -1.1% | -12.4% | +11.2% | +7.8% |
| YTD | +1.6% | -3.3% | +4.9% | +3.4% |
| 1Y | -2.7% | -5.8% | +3.1% | +0.7% |
| 3Y | +6.3% | +12.5% | -6.2% | -6.0% |
| 5Y | -19.3% | -32.9% | +13.5% | +2.7% |
| 10Y | +46.0% | +104.4% | -58.4% | -21.6% |
| All | +46.0% | +104.3% | -58.4% | -21.6% |
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