+86.8%
SMH vs WDAY
-19.9%
+106.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.5% |
| 7D | +1.4% | -10.5% | +11.9% | -0.7% |
| 30D | -2.2% | +2.1% | -4.3% | -1.5% |
| 3M | -1.9% | +34.6% | -36.5% | +6.9% |
| 6M | +41.0% | +29.9% | +11.1% | +54.6% |
| YTD | +55.6% | -13.8% | +69.4% | +75.3% |
| 1Y | +86.8% | -18.3% | +105.1% | +112.5% |
| All | +86.8% | -19.9% | +106.8% | +112.5% |
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