-20.8%
WDAY vs ASX
+390.9%
-411.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.4% |
| 7D | -4.4% | -0.7% | -3.6% | -4.4% |
| 30D | +14.7% | +2.0% | +12.8% | +14.7% |
| 3M | +32.4% | -1.3% | +33.7% | +31.6% |
| 6M | +36.9% | +71.4% | -34.6% | +24.2% |
| YTD | -8.8% | +135.3% | -144.2% | -23.9% |
| 1Y | -15.3% | +267.5% | -282.8% | -37.5% |
| All | -20.8% | +390.9% | -411.7% | -52.1% |
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