+123.9%
WDAY vs ASX
+849.3%
-725.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +8.6% | -10.0% | -3.3% |
| 7D | -4.0% | -12.3% | +8.3% | -2.0% |
| 30D | +1.9% | -26.0% | +27.9% | +7.3% |
| 3M | +5.9% | -8.1% | +14.0% | +5.0% |
| 6M | +48.8% | +1.4% | +47.4% | +36.6% |
| YTD | -11.4% | +115.6% | -127.0% | -38.4% |
| 1Y | -15.5% | +128.0% | -143.6% | -42.5% |
| 3Y | -15.6% | +371.4% | -387.0% | -58.5% |
| 5Y | -35.2% | +469.4% | -504.6% | -71.0% |
| 10Y | +123.9% | +842.6% | -718.8% | -25.7% |
| All | +123.9% | +849.3% | -725.5% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling