+27.6%
UDR vs SUI
+15.1%
+12.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.4% |
| 7D | +3.0% | +6.2% | -3.2% | -0.3% |
| 30D | +10.3% | +8.6% | +1.7% | +5.4% |
| 3M | -2.9% | +1.0% | -3.9% | -3.7% |
| 6M | +0.3% | -2.6% | +2.9% | +1.4% |
| YTD | +3.8% | -0.1% | +3.9% | +3.4% |
| 1Y | +12.7% | +0.5% | +12.3% | +11.9% |
| 3Y | +27.6% | +15.3% | +12.3% | +14.7% |
| All | +27.6% | +15.1% | +12.4% | +14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling