+74.5%
UBER vs WDAY
-6.9%
+81.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.3% |
| 7D | -4.5% | -10.5% | +6.1% | +0.7% |
| 30D | -7.6% | +2.1% | -9.7% | -9.7% |
| 3M | +5.8% | +34.6% | -28.9% | -11.0% |
| 6M | +0.3% | +29.9% | -29.6% | -16.3% |
| YTD | -11.2% | -13.8% | +2.6% | -9.0% |
| 1Y | -23.0% | -18.3% | -4.7% | -19.7% |
| 3Y | +53.6% | -26.2% | +79.7% | +57.0% |
| 5Y | +81.9% | -30.8% | +112.7% | +86.9% |
| All | +74.5% | -6.9% | +81.4% | +13.2% |
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