+129.4%
LITE vs WDAY
-15.4%
+144.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -1.4% | +12.1% | +9.9% |
| 7D | -12.9% | -4.0% | -8.9% | -14.7% |
| 30D | -46.0% | +1.9% | -47.9% | -44.9% |
| 3M | -33.0% | +5.9% | -38.9% | -28.4% |
| 6M | -34.0% | +48.8% | -82.8% | -13.3% |
| YTD | +61.7% | -11.4% | +73.2% | +116.9% |
| All | +129.4% | -15.4% | +144.7% | +214.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling