+910.3%
XBI vs UDR
+242.9%
+667.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | -4.6% | -3.4% | -1.2% | -3.5% |
| 30D | -0.8% | -5.4% | +4.6% | +1.1% |
| 3M | +21.8% | -10.0% | +31.8% | +25.9% |
| 6M | +23.2% | -2.5% | +25.7% | +23.7% |
| YTD | +28.7% | -1.1% | +29.9% | +28.4% |
| 1Y | +67.8% | -3.9% | +71.7% | +68.7% |
| 3Y | +100.6% | +3.4% | +97.2% | +95.8% |
| 5Y | +19.8% | -18.9% | +38.7% | +26.5% |
| 10Y | +159.7% | +46.8% | +112.9% | +118.4% |
| All | +910.3% | +242.9% | +667.4% | +451.0% |
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