-32.0%
WDAY vs AMIX
-99.9%
+68.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.0% | +5.0% | +2.0% |
| 7D | -1.2% | -25.1% | +23.9% | -1.0% |
| 30D | +6.8% | -54.5% | +61.3% | +7.5% |
| 3M | +17.8% | -91.7% | +109.6% | +20.1% |
| 6M | +57.8% | -79.4% | +137.3% | +54.7% |
| YTD | -6.0% | -86.1% | +80.0% | -7.7% |
| 1Y | -13.5% | -91.6% | +78.0% | -15.0% |
| All | -32.0% | -99.9% | +68.0% | -28.7% |
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