+146.1%
LITE vs WDAY
-16.3%
+162.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.8% |
| 7D | +22.6% | -4.8% | +27.3% | +19.3% |
| 30D | -36.8% | +2.5% | -39.3% | -35.5% |
| 3M | -33.0% | +8.8% | -41.8% | -27.7% |
| 6M | -37.1% | +60.7% | -97.8% | -15.1% |
| YTD | +69.5% | -11.2% | +80.7% | +127.7% |
| 1Y | +146.1% | -15.6% | +161.7% | +236.2% |
| All | +146.1% | -16.3% | +162.4% | +236.2% |
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 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