+133.9%
ADI vs WDAY
-31.4%
+165.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.1% | +1.3% |
| 7D | +2.4% | -6.1% | +8.5% | +3.7% |
| 30D | -6.6% | +3.7% | -10.3% | -8.0% |
| 3M | -9.8% | +29.6% | -39.4% | -16.6% |
| 6M | +15.7% | +23.3% | -7.7% | +7.0% |
| YTD | +35.1% | -13.3% | +48.4% | +41.2% |
| 1Y | +47.7% | -19.6% | +67.3% | +58.1% |
| 3Y | +114.5% | -25.7% | +140.1% | +127.9% |
| All | +133.9% | -31.4% | +165.3% | +153.6% |
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