-2.7%
UDR vs SUI
-5.1%
+2.4%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | +0.1% |
| 7D | -2.1% | -3.1% | +1.1% | -0.2% |
| 30D | -5.6% | -2.3% | -3.3% | -4.4% |
| 3M | -5.8% | -2.8% | -3.0% | -4.2% |
| 6M | -1.1% | -12.4% | +11.2% | +6.2% |
| YTD | +1.6% | -3.3% | +4.9% | +2.8% |
| 1Y | -2.7% | -5.8% | +3.1% | +0.6% |
| All | -2.7% | -5.1% | +2.4% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling