-19.6%
WDAY vs BUD
+35.5%
-55.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.1% | -5.0% |
| 7D | -6.1% | +0.8% | -6.9% | -6.0% |
| 30D | +3.7% | -4.8% | +8.5% | +2.1% |
| 3M | +29.6% | +1.4% | +28.2% | +30.6% |
| 6M | +23.3% | +9.9% | +13.5% | +26.3% |
| YTD | -13.3% | +26.3% | -39.6% | -11.9% |
| 1Y | -19.6% | +36.1% | -55.8% | -18.5% |
| All | -19.6% | +35.5% | -55.1% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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