-26.4%
WDAY vs TRI
-18.9%
-7.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.7% |
| 7D | -5.2% | -7.9% | +2.7% | -0.5% |
| 30D | +5.9% | -4.5% | +10.4% | +9.1% |
| 3M | +42.3% | +22.1% | +20.2% | +28.3% |
| 6M | +34.7% | -2.8% | +37.5% | +34.4% |
| YTD | -13.5% | -23.4% | +9.9% | -6.2% |
| 1Y | -18.1% | -41.5% | +23.5% | -3.3% |
| 3Y | -26.4% | -19.2% | -7.2% | -25.2% |
| All | -26.4% | -18.9% | -7.4% | -25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling