-14.1%
WDAY vs IBB
+35.8%
-49.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.4% | -3.8% |
| 7D | -2.5% | -1.8% | -0.7% | -2.3% |
| 30D | +4.7% | +5.1% | -0.4% | +4.1% |
| 3M | +13.3% | +10.7% | +2.6% | +12.8% |
| 6M | +57.3% | +22.9% | +34.4% | +59.1% |
| YTD | -10.2% | +26.7% | -36.9% | -10.3% |
| 1Y | -14.1% | +35.1% | -49.2% | -17.2% |
| All | -14.1% | +35.8% | -49.8% | -17.2% |
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