+16.5%
ZBRA vs UDR
-1.4%
+17.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.4% | +1.5% |
| 7D | +1.8% | -2.0% | +3.8% | +2.1% |
| 30D | -1.7% | -5.2% | +3.5% | -0.7% |
| 3M | +47.8% | -5.8% | +53.6% | +49.0% |
| 6M | +56.7% | -1.7% | +58.4% | +56.4% |
| YTD | +49.4% | +2.4% | +47.0% | +42.6% |
| 1Y | +16.5% | -2.1% | +18.7% | +14.7% |
| All | +16.5% | -1.4% | +17.9% | +14.7% |
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