-31.1%
WDAY vs BLDR
+13.4%
-44.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.3% |
| 7D | -7.4% | -2.7% | -4.7% | -6.8% |
| 30D | +1.0% | -14.7% | +15.7% | +4.8% |
| 3M | +32.7% | -20.8% | +53.5% | +38.7% |
| 6M | +25.6% | -35.3% | +60.9% | +37.0% |
| YTD | -13.4% | -40.3% | +27.0% | -4.2% |
| 1Y | -19.4% | -56.3% | +36.9% | -3.2% |
| 3Y | -25.8% | -56.1% | +30.3% | -18.6% |
| 5Y | -31.1% | +12.9% | -44.0% | -51.7% |
| All | -31.1% | +13.4% | -44.5% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling