-15.3%
WDAY vs MUB
+2.9%
-18.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | -4.4% | -0.9% | -3.5% | -3.9% |
| 30D | +14.7% | -1.4% | +16.2% | +15.9% |
| 3M | +32.4% | -2.2% | +34.5% | +31.8% |
| 6M | +36.9% | -1.9% | +38.8% | +35.4% |
| YTD | -8.8% | -0.8% | -8.1% | -8.6% |
| 1Y | -15.3% | +2.7% | -18.0% | -9.6% |
| All | -15.3% | +2.9% | -18.2% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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