+2.1%
WDAY vs KVUE
-20.4%
+22.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -5.2% | -5.1% | 0.0% | -4.7% |
| 30D | +5.9% | -6.3% | +12.3% | +6.6% |
| 3M | +42.3% | -0.5% | +42.8% | +42.9% |
| 6M | +34.7% | +3.1% | +31.6% | +35.2% |
| YTD | -13.5% | +6.7% | -20.2% | -13.6% |
| 1Y | -18.1% | -1.1% | -16.9% | -17.8% |
| 3Y | -26.4% | -8.7% | -17.6% | -26.8% |
| All | +2.1% | -20.4% | +22.5% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 5y: compounded portfolio wealth divided by compounded KVUE 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…
5y analysis · Full analysis span regression · 6 months rolling