-13.2%
WDAY vs BEN
+86.4%
-99.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.4% | +2.6% | +2.9% |
| 7D | +1.8% | +6.8% | -4.9% | +0.1% |
| 30D | +4.1% | +18.0% | -13.9% | -0.4% |
| 3M | -4.8% | +7.5% | -12.3% | -6.8% |
| 6M | +68.6% | +14.7% | +53.9% | +61.7% |
| YTD | -8.5% | +56.1% | -64.6% | -20.2% |
| 1Y | -12.1% | +69.6% | -81.7% | -25.2% |
| 3Y | -13.2% | +87.7% | -100.9% | -34.4% |
| All | -13.2% | +86.4% | -99.5% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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