+67.6%
UBER vs WDAY
-1.2%
+68.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | -0.6% |
| 7D | +1.6% | +1.8% | -0.2% | +0.7% |
| 30D | +0.6% | +4.1% | -3.5% | -1.6% |
| 3M | -8.2% | -4.8% | -3.3% | -6.7% |
| 6M | -6.7% | +68.6% | -75.3% | -31.1% |
| YTD | -14.7% | -8.5% | -6.2% | -15.5% |
| 1Y | -24.1% | -12.1% | -12.0% | -23.5% |
| 3Y | +33.4% | -13.2% | +46.6% | +23.6% |
| 5Y | +54.5% | -33.7% | +88.2% | +64.9% |
| All | +67.6% | -1.2% | +68.8% | +5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling