+282.6%
WDAY vs UUUU
+72.0%
+210.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.0% | -5.9% | -5.0% |
| 7D | -6.1% | +2.8% | -8.9% | -6.4% |
| 30D | +3.7% | +3.4% | +0.3% | +3.2% |
| 3M | +29.6% | -3.9% | +33.5% | +29.1% |
| 6M | +23.3% | -23.2% | +46.5% | +24.2% |
| YTD | -13.3% | +0.6% | -13.8% | -16.8% |
| 1Y | -19.6% | +22.9% | -42.5% | -26.0% |
| 3Y | -25.7% | +98.6% | -124.3% | -38.9% |
| 5Y | -31.6% | +130.2% | -161.8% | -46.9% |
| 10Y | +109.9% | +519.5% | -409.6% | +30.2% |
| All | +282.6% | +72.0% | +210.6% | +142.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling