-25.7%
WDAY vs DOW
-35.3%
+9.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -4.9% |
| 7D | -6.1% | -2.9% | -3.2% | -5.6% |
| 30D | +3.7% | +2.0% | +1.7% | +3.2% |
| 3M | +29.6% | -12.5% | +42.1% | +32.4% |
| 6M | +23.3% | -9.2% | +32.5% | +24.4% |
| YTD | -13.3% | +30.8% | -44.0% | -19.6% |
| 1Y | -19.6% | +29.4% | -49.0% | -25.9% |
| 3Y | -25.7% | -34.6% | +8.9% | -23.4% |
| All | -25.7% | -35.3% | +9.6% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling