-13.5%
WDAY vs DOW
+50.2%
-63.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.2% | +5.2% | +2.2% |
| 7D | -1.2% | -4.2% | +3.0% | -0.9% |
| 30D | +6.8% | +14.7% | -7.9% | +5.6% |
| 3M | +17.8% | +9.1% | +8.8% | +16.8% |
| 6M | +57.8% | -17.7% | +75.5% | +60.6% |
| YTD | -6.0% | +44.6% | -50.6% | -9.3% |
| 1Y | -13.5% | +51.9% | -65.4% | -17.9% |
| All | -13.5% | +50.2% | -63.8% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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