+45.2%
NU vs WDAY
-34.0%
+79.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.0% | -2.1% |
| 7D | -2.6% | -7.4% | +4.8% | +0.4% |
| 30D | +8.2% | +1.0% | +7.2% | +6.4% |
| 3M | +26.3% | +32.7% | -6.4% | +7.7% |
| 6M | +2.2% | +25.6% | -23.3% | -12.4% |
| YTD | -10.4% | -13.4% | +3.0% | -7.0% |
| 1Y | -3.0% | -19.4% | +16.4% | +3.9% |
| 3Y | +120.3% | -25.8% | +146.0% | +133.3% |
| All | +45.2% | -34.0% | +79.2% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WDAY.
Daily Out/Under-Performance
Portfolio return minus WDAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDAY 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 5y: compounded portfolio wealth divided by compounded WDAY 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…
5y analysis · Full analysis span regression · 6 months rolling