+282.1%
WDAY vs EQT
+82.3%
+199.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | -7.4% | -2.0% | -5.4% | -7.2% |
| 30D | +1.0% | +1.0% | 0.0% | +0.9% |
| 3M | +32.7% | +4.0% | +28.7% | +32.0% |
| 6M | +25.6% | -11.7% | +37.3% | +26.8% |
| YTD | -13.4% | +2.8% | -16.2% | -13.9% |
| 1Y | -19.4% | +10.0% | -29.4% | -20.6% |
| 3Y | -25.8% | +34.1% | -59.9% | -29.1% |
| 5Y | -31.1% | +195.3% | -226.4% | -39.7% |
| 10Y | +113.3% | +51.6% | +61.8% | +105.0% |
| All | +282.1% | +82.3% | +199.8% | +284.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling