-26.4%
WDAY vs UUUU
+74.5%
-100.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.2% |
| 7D | -5.2% | -10.5% | +5.4% | -5.4% |
| 30D | +5.9% | -10.5% | +16.4% | +5.7% |
| 3M | +42.3% | -14.1% | +56.4% | +42.2% |
| 6M | +34.7% | -35.5% | +70.2% | +34.5% |
| YTD | -13.5% | -10.9% | -2.6% | -14.5% |
| 1Y | -18.1% | +3.4% | -21.4% | -19.0% |
| 3Y | -26.4% | +73.1% | -99.5% | -30.6% |
| All | -26.4% | +74.5% | -100.9% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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