+302.1%
WDAY vs GEN
+383.0%
-80.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -4.5% |
| 7D | -4.4% | -1.2% | -3.2% | -3.9% |
| 30D | +14.7% | +10.1% | +4.6% | +10.7% |
| 3M | +32.4% | +16.1% | +16.3% | +25.7% |
| 6M | +36.9% | +38.9% | -2.0% | +21.4% |
| YTD | -8.8% | +14.4% | -23.3% | -13.2% |
| 1Y | -15.3% | +5.9% | -21.2% | -17.1% |
| 3Y | -21.2% | +58.8% | -80.0% | -34.1% |
| 5Y | -29.5% | +24.7% | -54.2% | -37.3% |
| 10Y | +120.0% | +163.1% | -43.0% | +40.2% |
| All | +302.1% | +383.0% | -80.8% | +147.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling