+302.1%
WDAY vs BEN
+44.0%
+258.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.5% | -8.9% | -6.7% |
| 7D | -4.4% | +0.2% | -4.6% | -4.6% |
| 30D | +14.7% | -0.5% | +15.3% | +14.8% |
| 3M | +32.4% | +9.7% | +22.6% | +27.2% |
| 6M | +36.9% | +33.9% | +3.0% | +20.7% |
| YTD | -8.8% | +49.0% | -57.8% | -22.9% |
| 1Y | -15.3% | +42.1% | -57.4% | -27.3% |
| 3Y | -21.2% | +51.9% | -73.1% | -36.3% |
| 5Y | -29.5% | +39.0% | -68.5% | -42.2% |
| 10Y | +120.0% | +57.9% | +62.2% | +54.7% |
| All | +302.1% | +44.0% | +258.1% | +208.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling