-21.8%
WDAY vs IAU
+129.2%
-151.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.5% | -5.5% |
| 7D | -4.4% | -0.5% | -3.8% | -4.5% |
| 30D | +14.7% | +4.4% | +10.3% | +15.4% |
| 3M | +32.4% | -1.1% | +33.4% | +32.5% |
| 6M | +36.9% | -13.7% | +50.6% | +35.4% |
| YTD | -8.8% | +2.7% | -11.6% | -9.4% |
| 1Y | -15.3% | +24.6% | -39.9% | -15.8% |
| All | -21.8% | +129.2% | -151.0% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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