-19.6%
WDAY vs U
-3.2%
-16.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.6% | -7.5% | -5.5% |
| 7D | -6.1% | +4.5% | -10.6% | -7.1% |
| 30D | +3.7% | -0.6% | +4.3% | +3.9% |
| 3M | +29.6% | +48.4% | -18.9% | +17.5% |
| 6M | +23.3% | +115.4% | -92.0% | +4.7% |
| YTD | -13.3% | -3.2% | -10.1% | -18.4% |
| 1Y | -19.6% | -6.0% | -13.6% | -23.3% |
| All | -19.6% | -3.2% | -16.4% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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