-34.1%
WDAY vs ACWI
+54.8%
-88.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | -2.5% | -2.4% | -0.1% | -0.1% |
| 30D | +4.7% | -5.2% | +9.9% | +10.6% |
| 3M | +13.3% | -4.8% | +18.1% | +19.3% |
| 6M | +57.3% | -1.3% | +58.6% | +57.0% |
| YTD | -10.2% | +8.4% | -18.6% | -21.1% |
| 1Y | -14.1% | +11.0% | -25.1% | -26.9% |
| 3Y | -11.7% | +70.6% | -82.2% | -59.1% |
| All | -34.1% | +54.8% | -88.9% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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