-18.3%
WDAY vs WU
-11.2%
-7.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -10.5% | -5.0% | -5.6% | -9.0% |
| 30D | +2.1% | -2.3% | +4.4% | +3.2% |
| 3M | +34.6% | -3.2% | +37.9% | +34.6% |
| 6M | +29.9% | -25.0% | +54.9% | +38.4% |
| YTD | -13.8% | -21.7% | +7.8% | -8.9% |
| 1Y | -18.3% | -9.0% | -9.3% | -15.6% |
| All | -18.3% | -11.2% | -7.1% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling