-14.1%
WDAY vs BAM
+2.7%
-16.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.6% | -4.0% |
| 7D | -2.5% | +9.7% | -12.2% | -6.4% |
| 30D | +4.7% | +19.0% | -14.3% | -3.1% |
| 3M | +13.3% | +0.6% | +12.8% | +13.2% |
| 6M | +57.3% | +11.1% | +46.2% | +50.6% |
| YTD | -10.2% | +4.2% | -14.4% | -12.2% |
| 1Y | -14.1% | +3.3% | -17.4% | -16.1% |
| All | -14.1% | +2.7% | -16.7% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling