-15.3%
WDAY vs AMIX
-81.0%
+65.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.9% | -3.5% | -5.4% |
| 7D | -4.4% | -13.7% | +9.4% | -4.2% |
| 30D | +14.7% | -62.1% | +76.8% | +15.6% |
| 3M | +32.4% | -46.2% | +78.5% | +27.1% |
| 6M | +36.9% | -46.4% | +83.3% | +31.7% |
| YTD | -8.8% | -60.3% | +51.4% | -12.9% |
| 1Y | -15.3% | -79.7% | +64.4% | -15.4% |
| All | -15.3% | -81.0% | +65.7% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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