+4.6%
UNH vs UDR
-20.3%
+24.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | -3.2% | -3.4% | +0.2% | -2.3% |
| 30D | -3.5% | -5.4% | +2.0% | -2.1% |
| 3M | -4.2% | -10.0% | +5.8% | -1.7% |
| 6M | +38.3% | -2.5% | +40.8% | +39.0% |
| YTD | +19.2% | -1.1% | +20.3% | +19.1% |
| 1Y | +15.0% | -3.9% | +18.9% | +15.5% |
| 3Y | -14.5% | +3.4% | -18.0% | -16.3% |
| 5Y | +4.6% | -18.9% | +23.5% | +13.6% |
| All | +4.6% | -20.3% | +24.8% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 5y: compounded portfolio wealth divided by compounded UDR 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…
5y analysis · Full analysis span regression · 6 months rolling