+27.0%
UNH vs WDAY
-14.6%
+41.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.7% | +1.1% |
| 7D | +0.6% | -1.2% | +1.8% | +0.6% |
| 30D | +8.1% | +6.8% | +1.3% | +7.8% |
| 3M | +1.1% | +17.8% | -16.8% | +0.4% |
| 6M | +11.7% | +57.8% | -46.1% | +8.8% |
| YTD | +26.5% | -6.0% | +32.5% | +28.9% |
| 1Y | +27.0% | -13.5% | +40.6% | +30.4% |
| All | +27.0% | -14.6% | +41.7% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling