-35.9%
WDAY vs AMIX
-99.9%
+64.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +11.8% | -13.2% | -1.5% |
| 7D | -4.0% | +1.2% | -5.2% | -4.0% |
| 30D | +1.9% | -45.3% | +47.3% | +2.4% |
| 3M | +5.9% | -83.1% | +89.0% | +7.3% |
| 6M | +48.8% | -76.9% | +125.7% | +45.8% |
| YTD | -11.4% | -85.3% | +73.8% | -13.1% |
| 1Y | -15.5% | -89.8% | +74.3% | -17.1% |
| All | -35.9% | -99.9% | +64.0% | -32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling