-13.5%
WDAY vs IYR
+12.4%
-25.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.2% | +1.0% |
| 7D | -1.2% | +6.9% | -8.2% | -3.3% |
| 30D | +6.8% | +10.2% | -3.4% | +3.6% |
| 3M | +17.8% | -0.3% | +18.2% | +17.5% |
| 6M | +57.8% | +3.6% | +54.2% | +59.2% |
| YTD | -6.0% | +12.5% | -18.5% | -8.4% |
| 1Y | -13.5% | +12.4% | -26.0% | -15.8% |
| All | -13.5% | +12.4% | -25.9% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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