-15.4%
WDAY vs UEC
-42.6%
+27.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.3% |
| 7D | -5.3% | +0.6% | -5.8% | -5.0% |
| 30D | +1.5% | -18.1% | +19.7% | -0.1% |
| 3M | +5.5% | -36.9% | +42.4% | +1.1% |
| 6M | +57.4% | -56.1% | +113.5% | +48.5% |
| YTD | -11.0% | -38.1% | +27.1% | -15.5% |
| All | -15.4% | -42.6% | +27.2% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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