+109.9%
WDAY vs CASY
+549.1%
-439.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.0% | -1.9% | -4.2% |
| 7D | -6.1% | -4.4% | -1.7% | -5.1% |
| 30D | +3.7% | -12.0% | +15.7% | +6.7% |
| 3M | +29.6% | -2.3% | +31.9% | +29.0% |
| 6M | +23.3% | +10.5% | +12.8% | +17.9% |
| YTD | -13.3% | +33.0% | -46.3% | -21.5% |
| 1Y | -19.6% | +41.1% | -60.8% | -28.7% |
| 3Y | -25.7% | +207.5% | -233.2% | -49.6% |
| 5Y | -31.6% | +290.7% | -322.3% | -57.5% |
| 10Y | +109.9% | +556.5% | -446.5% | +6.5% |
| All | +109.9% | +549.1% | -439.1% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CASY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling