-11.7%
WDAY vs GEN
+79.4%
-91.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.6% | -1.0% | -2.3% |
| 7D | -2.5% | +2.3% | -4.8% | -3.6% |
| 30D | +4.7% | +33.1% | -28.4% | -10.7% |
| 3M | +13.3% | +6.5% | +6.8% | +8.9% |
| 6M | +57.3% | +53.8% | +3.5% | +25.8% |
| YTD | -10.2% | +11.2% | -21.4% | -16.9% |
| 1Y | -14.1% | +19.4% | -33.5% | -22.7% |
| 3Y | -11.7% | +81.0% | -92.7% | -28.7% |
| All | -11.7% | +79.4% | -91.1% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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