-13.2%
WDAY vs ASX
+366.9%
-380.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.0% | +5.1% | +3.0% |
| 7D | +1.8% | +12.4% | -10.6% | +2.2% |
| 30D | +4.1% | -19.8% | +23.9% | +3.7% |
| 3M | -4.8% | -10.3% | +5.5% | -5.0% |
| 6M | +68.6% | +1.2% | +67.4% | +65.3% |
| YTD | -8.5% | +123.0% | -131.6% | -23.2% |
| 1Y | -12.1% | +145.4% | -157.5% | -28.1% |
| 3Y | -13.2% | +368.6% | -381.8% | -49.6% |
| All | -13.2% | +366.9% | -380.1% | -49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling