-13.5%
WDAY vs IBB
+42.2%
-55.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.7% | +1.7% |
| 7D | -1.2% | +2.2% | -3.4% | -1.5% |
| 30D | +6.8% | +6.3% | +0.5% | +6.0% |
| 3M | +17.8% | +16.3% | +1.5% | +17.0% |
| 6M | +57.8% | +30.0% | +27.8% | +58.8% |
| YTD | -6.0% | +31.1% | -37.2% | -6.5% |
| 1Y | -13.5% | +42.0% | -55.5% | -18.7% |
| All | -13.5% | +42.2% | -55.8% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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