+109.9%
WDAY vs ASX
+918.4%
-808.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +6.1% | -10.9% | -6.3% |
| 7D | -6.1% | +6.3% | -12.4% | -7.6% |
| 30D | +3.7% | +6.4% | -2.7% | +1.7% |
| 3M | +29.6% | +13.1% | +16.4% | +20.8% |
| 6M | +23.3% | +90.3% | -67.0% | -5.1% |
| YTD | -13.3% | +149.6% | -162.9% | -40.3% |
| 1Y | -19.6% | +249.2% | -268.8% | -51.5% |
| 3Y | -25.7% | +445.9% | -471.6% | -64.0% |
| 5Y | -31.6% | +477.7% | -509.3% | -68.6% |
| 10Y | +109.9% | +913.4% | -803.4% | -28.0% |
| All | +109.9% | +918.4% | -808.4% | -28.0% |
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