-30.6%
WDAY vs EQX
+83.7%
-114.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.2% |
| 7D | -5.2% | -3.2% | -2.0% | -4.9% |
| 30D | +5.9% | +7.8% | -1.8% | +5.1% |
| 3M | +42.3% | +21.3% | +20.9% | +39.5% |
| 6M | +34.7% | -22.4% | +57.1% | +36.8% |
| YTD | -13.5% | -11.3% | -2.2% | -14.2% |
| 1Y | -18.1% | +13.5% | -31.6% | -21.4% |
| 3Y | -26.4% | +162.1% | -188.5% | -39.5% |
| All | -30.6% | +83.7% | -114.3% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 5y: compounded portfolio wealth divided by compounded EQX 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…
5y analysis · Full analysis span regression · 6 months rolling