+144.0%
WDAY vs NDAQ
+471.8%
-327.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.2% |
| 7D | +1.8% | +1.3% | +0.6% | +1.0% |
| 30D | +4.1% | +18.0% | -13.9% | -6.6% |
| 3M | -4.8% | +11.5% | -16.4% | -11.5% |
| 6M | +68.6% | +21.1% | +47.5% | +49.4% |
| YTD | -8.5% | +12.8% | -21.3% | -15.5% |
| 1Y | -12.1% | +25.7% | -37.8% | -24.1% |
| 3Y | -13.2% | +116.8% | -130.0% | -47.7% |
| 5Y | -33.7% | +67.3% | -101.0% | -53.6% |
| All | +144.0% | +471.8% | -327.8% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling