+619.5%
WING vs UDR
+54.6%
+564.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.4% |
| 7D | -2.5% | -0.4% | -2.1% | -2.3% |
| 30D | +29.5% | +7.8% | +21.8% | +25.7% |
| 3M | +40.2% | -2.8% | +42.9% | +41.6% |
| 6M | +32.7% | -1.4% | +34.1% | +33.4% |
| YTD | -32.8% | +3.4% | -36.2% | -33.8% |
| 1Y | -31.7% | +9.9% | -41.6% | -34.2% |
| 3Y | -24.7% | +28.5% | -53.2% | -32.1% |
| 5Y | -0.5% | -20.5% | +20.0% | +5.5% |
| All | +619.5% | +54.6% | +564.8% | +581.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling