-15.5%
WDAY vs URI
+159.0%
-174.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.2% | -2.9% | +0.8% |
| 7D | -5.3% | +2.6% | -7.9% | -5.5% |
| 30D | +1.5% | +9.1% | -7.5% | +0.6% |
| 3M | +5.5% | +1.0% | +4.5% | +5.2% |
| 6M | +57.4% | +23.3% | +34.1% | +51.9% |
| YTD | -11.0% | +43.3% | -54.3% | -17.3% |
| 1Y | -15.8% | +35.9% | -51.7% | -20.7% |
| All | -15.5% | +159.0% | -174.6% | -36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling