+290.7%
WDAY vs GEN
+369.6%
-78.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -4.0% | -0.3% | -3.7% | -3.9% |
| 30D | +1.9% | +28.2% | -26.2% | -8.2% |
| 3M | +5.9% | +2.6% | +3.3% | +3.6% |
| 6M | +48.8% | +32.7% | +16.1% | +32.8% |
| YTD | -11.4% | +11.3% | -22.7% | -15.9% |
| 1Y | -15.5% | +17.9% | -33.5% | -21.4% |
| 3Y | -15.6% | +66.3% | -82.0% | -31.2% |
| 5Y | -35.2% | +31.7% | -66.9% | -44.0% |
| 10Y | +123.9% | +150.0% | -26.2% | +43.7% |
| All | +290.7% | +369.6% | -78.9% | +140.3% |
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