-14.1%
WDAY vs AMIX
-91.4%
+77.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | -2.5% | -16.0% | +13.5% | -2.4% |
| 30D | +4.7% | -55.4% | +60.1% | +5.3% |
| 3M | +13.3% | -87.5% | +100.8% | +15.1% |
| 6M | +57.3% | -81.2% | +138.5% | +51.6% |
| YTD | -10.2% | -86.8% | +76.7% | -14.7% |
| 1Y | -14.1% | -91.6% | +77.5% | -19.1% |
| All | -14.1% | -91.4% | +77.3% | -19.1% |
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