+119.3%
WDAY vs URI
+1,171.2%
-1,051.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.6% | -7.0% | -5.8% |
| 7D | -4.4% | -2.0% | -2.4% | -3.9% |
| 30D | +14.7% | -12.9% | +27.7% | +19.0% |
| 3M | +32.4% | -6.7% | +39.1% | +33.3% |
| 6M | +36.9% | +19.0% | +17.9% | +25.4% |
| YTD | -8.8% | +25.5% | -34.4% | -18.2% |
| 1Y | -15.3% | +5.5% | -20.8% | -20.0% |
| 3Y | -21.2% | +111.3% | -132.5% | -42.9% |
| 5Y | -29.5% | +198.6% | -228.1% | -55.8% |
| All | +119.3% | +1,171.2% | -1,051.9% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling