-35.0%
WDAY vs AMIX
-100.0%
+65.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | -2.5% | -16.0% | +13.5% | -2.3% |
| 30D | +4.7% | -55.4% | +60.1% | +5.4% |
| 3M | +13.3% | -87.5% | +100.8% | +15.2% |
| 6M | +57.3% | -81.2% | +138.5% | +54.4% |
| YTD | -10.2% | -86.8% | +76.7% | -11.8% |
| 1Y | -14.1% | -91.6% | +77.5% | -15.5% |
| All | -35.0% | -100.0% | +65.0% | -31.9% |
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