-11.7%
WDAY vs ASX
+324.2%
-335.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.4% | -10.1% | -3.5% |
| 7D | -2.5% | -19.9% | +17.4% | -2.9% |
| 30D | +4.7% | -30.9% | +35.6% | +4.0% |
| 3M | +13.3% | -15.1% | +28.4% | +12.8% |
| 6M | +57.3% | -6.5% | +63.8% | +52.7% |
| YTD | -10.2% | +98.4% | -108.6% | -24.9% |
| 1Y | -14.1% | +107.9% | -121.9% | -29.1% |
| 3Y | -11.7% | +325.3% | -336.9% | -48.1% |
| All | -11.7% | +324.2% | -335.9% | -48.1% |
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