+82.2%
UBER vs WDAY
-1.5%
+83.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +2.3% |
| 7D | -3.9% | -4.4% | +0.5% | -1.9% |
| 30D | +11.1% | +14.7% | -3.6% | +2.7% |
| 3M | +4.9% | +32.4% | -27.5% | -10.9% |
| 6M | -1.2% | +36.9% | -38.0% | -19.7% |
| YTD | -7.3% | -8.8% | +1.6% | -7.5% |
| 1Y | -17.6% | -15.3% | -2.3% | -15.4% |
| 3Y | +61.1% | -21.2% | +82.3% | +59.3% |
| 5Y | +87.9% | -29.5% | +117.4% | +92.8% |
| All | +82.2% | -1.5% | +83.8% | +15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling