+140.8%
ADI vs WDAY
-35.8%
+176.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +13.4% | -4.8% | +18.1% | +14.4% |
| 30D | -1.3% | +2.5% | -3.8% | -2.0% |
| 3M | +6.8% | +8.8% | -2.0% | +3.6% |
| 6M | -1.9% | +60.7% | -62.6% | -15.7% |
| YTD | +52.3% | -11.2% | +63.5% | +57.8% |
| 1Y | +71.6% | -15.6% | +87.3% | +80.8% |
| 3Y | +148.9% | -17.1% | +166.0% | +153.7% |
| 5Y | +140.8% | -35.7% | +176.5% | +163.7% |
| All | +140.8% | -35.8% | +176.6% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WDAY.
Daily Out/Under-Performance
Portfolio return minus WDAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDAY 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 WDAY 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