+125.4%
WDAY vs SUI
+115.7%
+9.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.2% | -3.0% |
| 7D | -2.5% | +6.2% | -8.7% | -5.1% |
| 30D | +4.7% | +8.6% | -3.9% | +0.8% |
| 3M | +13.3% | +1.0% | +12.3% | +12.6% |
| 6M | +57.3% | -2.6% | +59.9% | +58.9% |
| YTD | -10.2% | -0.1% | -10.1% | -10.6% |
| 1Y | -14.1% | +0.5% | -14.5% | -14.8% |
| 3Y | -11.7% | +15.3% | -26.9% | -20.2% |
| 5Y | -33.5% | -26.1% | -7.3% | -26.7% |
| All | +125.4% | +115.7% | +9.6% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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