-18.3%
WDAY vs EQT
+9.6%
-27.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | -10.5% | -1.2% | -9.4% | -10.6% |
| 30D | +2.1% | +1.1% | +1.0% | +2.1% |
| 3M | +34.6% | +4.8% | +29.8% | +35.2% |
| 6M | +29.9% | -10.6% | +40.5% | +30.3% |
| YTD | -13.8% | +3.4% | -17.3% | -14.7% |
| All | -18.3% | +9.6% | -27.9% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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