+123.9%
WDAY vs AXON
+1,278.1%
-1,154.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -0.5% |
| 7D | -4.0% | -28.7% | +24.7% | +5.0% |
| 30D | +1.9% | -28.3% | +30.2% | +11.1% |
| 3M | +5.9% | -46.9% | +52.8% | +25.0% |
| 6M | +48.8% | -24.9% | +73.7% | +57.9% |
| YTD | -11.4% | -46.6% | +35.2% | +1.9% |
| 1Y | -15.5% | -49.7% | +34.2% | -1.4% |
| 3Y | -15.6% | +40.6% | -56.2% | -31.7% |
| 5Y | -35.2% | +71.9% | -107.1% | -53.2% |
| 10Y | +123.9% | +1,180.9% | -1,057.0% | +13.4% |
| All | +123.9% | +1,278.1% | -1,154.2% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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