-16.8%
WDAY vs BB
+98.3%
-115.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -4.6% | +11.6% | -16.2% | -5.2% |
| 30D | +1.2% | +2.6% | -1.3% | +0.7% |
| 3M | +2.6% | +3.5% | -1.0% | +1.8% |
| 6M | +47.8% | +43.5% | +4.3% | +34.7% |
| YTD | -12.1% | +141.2% | -153.2% | -29.2% |
| All | -16.8% | +98.3% | -115.0% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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