-16.6%
WDAY vs BUD
+37.1%
-53.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.4% |
| 7D | -4.0% | +1.3% | -5.3% | -4.0% |
| 30D | +1.9% | +10.0% | -8.1% | +2.6% |
| 3M | +5.9% | +1.6% | +4.3% | +4.3% |
| 6M | +48.8% | +6.5% | +42.3% | +49.0% |
| YTD | -11.4% | +34.8% | -46.3% | -10.8% |
| All | -16.6% | +37.1% | -53.7% | -15.9% |
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