+291.5%
WDAY vs JCI
+650.3%
-358.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | +0.3% |
| 7D | -4.8% | +8.4% | -13.2% | -7.7% |
| 30D | +2.5% | -8.9% | +11.4% | +5.2% |
| 3M | +8.8% | -6.4% | +15.2% | +9.8% |
| 6M | +60.7% | +1.6% | +59.1% | +54.0% |
| YTD | -11.2% | +20.1% | -31.3% | -23.2% |
| 1Y | -15.6% | +17.2% | -32.8% | -26.2% |
| 3Y | -17.1% | +190.7% | -207.9% | -55.5% |
| 5Y | -35.7% | +99.9% | -135.6% | -59.1% |
| 10Y | +130.4% | +301.8% | -171.4% | -3.7% |
| All | +291.5% | +650.3% | -358.8% | +34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling