+15.6%
USAR vs UDR
-5.5%
+21.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.7% | -5.2% | -6.2% |
| 7D | -9.3% | -3.4% | -5.9% | -10.3% |
| 30D | -15.2% | -5.4% | -9.7% | -16.6% |
| 3M | -21.1% | -10.0% | -11.1% | -23.6% |
| 6M | -21.6% | -2.5% | -19.0% | -26.2% |
| YTD | +34.8% | -1.1% | +35.9% | +29.7% |
| 1Y | +15.6% | -3.9% | +19.5% | +6.6% |
| All | +15.6% | -5.5% | +21.2% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling