-15.3%
WDAY vs TRI
-38.3%
+23.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -5.4% | +0.1% | -1.7% |
| 7D | -4.4% | -0.5% | -3.8% | -4.1% |
| 30D | +14.7% | +7.9% | +6.9% | +9.4% |
| 3M | +32.4% | +24.1% | +8.3% | +14.7% |
| 6M | +36.9% | +3.8% | +33.1% | +29.0% |
| YTD | -8.8% | -16.9% | +8.0% | -3.8% |
| 1Y | -15.3% | -38.4% | +23.1% | +0.2% |
| All | -15.3% | -38.3% | +23.0% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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