-4.9%
SHOP vs WDAY
-14.6%
+9.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.0% | +5.4% | +6.5% |
| 7D | -9.0% | -1.2% | -7.8% | -8.6% |
| 30D | -4.4% | +6.8% | -11.2% | -7.4% |
| 3M | +24.1% | +17.8% | +6.3% | +13.5% |
| 6M | +20.0% | +57.8% | -37.8% | -5.8% |
| YTD | -4.9% | -6.0% | +1.1% | -9.8% |
| 1Y | -4.9% | -13.5% | +8.6% | -6.9% |
| All | -4.9% | -14.6% | +9.7% | -6.9% |
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