+112.2%
WDAY vs BDX
+59.3%
+52.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | -5.2% | -3.2% | -2.0% | -3.9% |
| 30D | +5.9% | -2.5% | +8.5% | +7.1% |
| 3M | +42.3% | +21.4% | +20.9% | +32.3% |
| 6M | +34.7% | +10.4% | +24.3% | +29.5% |
| YTD | -13.5% | +18.8% | -32.4% | -19.8% |
| 1Y | -18.1% | +21.7% | -39.8% | -24.8% |
| 3Y | -26.4% | -10.0% | -16.4% | -25.2% |
| 5Y | -30.6% | -1.8% | -28.8% | -33.1% |
| All | +112.2% | +59.3% | +52.9% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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