-14.1%
WDAY vs DOCS
-49.1%
+35.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.0% | -1.6% | -2.9% |
| 7D | -2.5% | -0.8% | -1.7% | -2.3% |
| 30D | +4.7% | +17.4% | -12.7% | -1.2% |
| 3M | +13.3% | +57.4% | -44.0% | -3.9% |
| 6M | +57.3% | +26.5% | +30.8% | +40.1% |
| YTD | -10.2% | -26.6% | +16.4% | -15.1% |
| 1Y | -14.1% | -48.1% | +34.0% | -15.8% |
| All | -14.1% | -49.1% | +35.1% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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