+7,869.5%
URI vs UDR
+1,102.2%
+6,767.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.4% | +4.3% |
| 7D | +2.4% | -1.8% | +4.2% | +3.5% |
| 30D | +8.9% | +7.9% | +1.0% | +4.1% |
| 3M | +0.8% | -0.8% | +1.6% | +1.0% |
| 6M | +23.1% | 0.0% | +23.2% | +22.3% |
| YTD | +43.1% | +3.7% | +39.3% | +38.5% |
| 1Y | +35.7% | +8.5% | +27.2% | +27.9% |
| 3Y | +158.2% | +26.6% | +131.6% | +120.2% |
| 5Y | +212.6% | -20.2% | +232.8% | +243.1% |
| 10Y | +1,210.8% | +54.7% | +1,156.0% | +847.8% |
| All | +7,869.5% | +1,102.2% | +6,767.3% | +1,651.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling