-18.3%
WDAY vs TRI
-41.4%
+23.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.4% |
| 7D | -10.5% | -14.4% | +3.8% | -0.5% |
| 30D | +2.1% | -8.1% | +10.2% | +8.3% |
| 3M | +34.6% | +17.5% | +17.1% | +21.5% |
| 6M | +29.9% | -5.0% | +34.9% | +30.3% |
| YTD | -13.8% | -24.7% | +10.9% | -2.3% |
| All | -18.3% | -41.4% | +23.0% | +5.4% |
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