-33.5%
WDAY vs URI
+203.0%
-236.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.3% |
| 7D | +1.8% | +6.7% | -4.9% | +0.2% |
| 30D | +4.1% | +8.9% | -4.8% | +1.6% |
| 3M | -4.8% | +0.5% | -5.4% | -5.6% |
| 6M | +68.6% | +20.7% | +48.0% | +57.1% |
| YTD | -8.5% | +40.0% | -48.6% | -20.6% |
| 1Y | -12.1% | +34.4% | -46.5% | -22.6% |
| 3Y | -13.2% | +149.5% | -162.7% | -44.5% |
| All | -33.5% | +203.0% | -236.5% | -64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling