+921.6%
SMCI vs WDAY
-31.8%
+953.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.8% |
| 7D | -1.3% | -10.5% | +9.3% | +1.7% |
| 30D | +18.3% | +2.1% | +16.2% | +16.4% |
| 3M | +27.7% | +34.6% | -6.9% | +12.0% |
| 6M | +17.6% | +29.9% | -12.3% | +3.1% |
| YTD | +27.7% | -13.8% | +41.5% | +33.0% |
| 1Y | -14.9% | -18.3% | +3.4% | -9.8% |
| 3Y | +33.2% | -26.2% | +59.3% | +44.0% |
| 5Y | +921.6% | -30.8% | +952.4% | +979.3% |
| All | +921.6% | -31.8% | +953.4% | +979.3% |
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