+16.9%
WCN vs UDR
+3.4%
+13.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | -4.4% | -3.4% | -1.0% | -3.2% |
| 30D | -4.4% | -5.4% | +1.0% | -2.5% |
| 3M | +0.5% | -10.0% | +10.4% | +4.4% |
| 6M | -3.3% | -2.5% | -0.7% | -2.4% |
| YTD | -8.5% | -1.1% | -7.4% | -8.0% |
| 1Y | -8.9% | -3.9% | -5.0% | -7.7% |
| All | +16.9% | +3.4% | +13.6% | +16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling