+123.9%
WDAY vs URI
+1,313.6%
-1,189.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.9% | -8.3% | -3.3% |
| 7D | -4.0% | -4.0% | 0.0% | -3.1% |
| 30D | +1.9% | +6.8% | -4.9% | -0.3% |
| 3M | +5.9% | -2.8% | +8.7% | +5.9% |
| 6M | +48.8% | +20.9% | +27.9% | +37.9% |
| YTD | -11.4% | +40.2% | -51.7% | -23.6% |
| 1Y | -15.5% | +34.1% | -49.6% | -26.1% |
| 3Y | -15.6% | +164.1% | -179.8% | -43.7% |
| 5Y | -35.2% | +199.3% | -234.5% | -59.9% |
| 10Y | +123.9% | +1,218.8% | -1,095.0% | -14.4% |
| All | +123.9% | +1,313.6% | -1,189.8% | -14.4% |
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