-13.5%
WDAY vs FISV
-4.0%
-9.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.2% | -4.3% | -2.1% |
| 7D | -1.2% | +29.6% | -30.9% | -18.3% |
| 30D | +6.8% | +34.5% | -27.7% | -14.3% |
| 3M | +17.8% | +11.2% | +6.6% | +9.1% |
| 6M | +57.8% | -1.2% | +59.0% | +54.8% |
| YTD | -6.0% | -7.6% | +1.6% | -5.9% |
| 1Y | -13.5% | -3.7% | -9.8% | -14.8% |
| All | -13.5% | -4.0% | -9.5% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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