-53.6%
Z vs UDR
+14.9%
-68.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.6% | +5.8% | +7.3% |
| 7D | +10.2% | +7.2% | +2.9% | +6.2% |
| 30D | +23.7% | +10.5% | +13.2% | +18.0% |
| 3M | -6.6% | -2.3% | -4.3% | -7.2% |
| 6M | -23.0% | +4.0% | -27.0% | -24.6% |
| YTD | -50.3% | +5.6% | -55.9% | -51.7% |
| 1Y | -53.6% | +13.0% | -66.6% | -56.7% |
| All | -53.6% | +14.9% | -68.5% | -56.7% |
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