-15.3%
WDAY vs JCI
+37.7%
-53.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.9% | -7.3% | -4.3% |
| 7D | -4.4% | +3.8% | -8.2% | -2.3% |
| 30D | +14.7% | -5.7% | +20.4% | +11.5% |
| 3M | +32.4% | -1.4% | +33.8% | +33.3% |
| 6M | +36.9% | +4.1% | +32.7% | +43.4% |
| YTD | -8.8% | +21.7% | -30.6% | -3.2% |
| 1Y | -15.3% | +36.1% | -51.4% | -11.9% |
| All | -15.3% | +37.7% | -53.0% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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