-57.8%
UUUU vs UDR
+14.9%
-72.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.6% | -4.4% | +0.6% |
| 7D | -14.4% | +7.2% | -21.7% | -11.9% |
| 30D | -33.6% | +10.5% | -44.1% | -30.9% |
| 3M | -44.2% | -2.3% | -41.9% | -45.2% |
| 6M | -66.8% | +4.0% | -70.8% | -67.0% |
| YTD | -50.6% | +5.6% | -56.2% | -47.9% |
| 1Y | -57.8% | +13.0% | -70.8% | -56.5% |
| All | -57.8% | +14.9% | -72.7% | -56.5% |
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