+1,106.2%
DELL vs WDAY
-31.5%
+1,137.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +8.7% | -7.4% | +16.1% | +10.6% |
| 30D | +16.9% | +1.0% | +15.9% | +15.7% |
| 3M | +40.4% | +32.7% | +7.8% | +27.1% |
| 6M | +267.1% | +25.6% | +241.5% | +236.3% |
| YTD | +329.1% | -13.4% | +342.5% | +337.0% |
| 1Y | +346.9% | -19.4% | +366.3% | +362.0% |
| 3Y | +696.6% | -25.8% | +722.4% | +730.2% |
| 5Y | +1,106.2% | -31.1% | +1,137.3% | +1,141.2% |
| All | +1,106.2% | -31.5% | +1,137.7% | +1,141.2% |
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