+302.1%
WDAY vs BUD
+25.4%
+276.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.5% | -5.4% |
| 7D | -4.4% | +0.3% | -4.6% | -4.4% |
| 30D | +14.7% | -5.7% | +20.4% | +17.2% |
| 3M | +32.4% | +3.1% | +29.3% | +30.9% |
| 6M | +36.9% | +7.9% | +29.0% | +32.1% |
| YTD | -8.8% | +27.3% | -36.2% | -17.8% |
| 1Y | -15.3% | +37.8% | -53.1% | -26.0% |
| 3Y | -21.2% | +49.8% | -71.1% | -34.8% |
| 5Y | -29.5% | +43.8% | -73.3% | -41.6% |
| 10Y | +120.0% | -22.6% | +142.7% | +119.3% |
| All | +302.1% | +25.4% | +276.7% | +256.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling