-19.6%
WDAY vs CASY
+42.6%
-62.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.0% | -1.9% | -5.3% |
| 7D | -6.1% | -4.4% | -1.7% | -6.7% |
| 30D | +3.7% | -12.0% | +15.7% | +1.8% |
| 3M | +29.6% | -2.3% | +31.9% | +30.9% |
| 6M | +23.3% | +10.5% | +12.8% | +26.6% |
| YTD | -13.3% | +33.0% | -46.3% | -10.7% |
| 1Y | -19.6% | +41.1% | -60.8% | -16.5% |
| All | -19.6% | +42.6% | -62.3% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling