+130.1%
WDAY vs NDAQ
+472.5%
-342.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.6% |
| 7D | -4.6% | +2.9% | -7.4% | -6.3% |
| 30D | +1.2% | +17.5% | -16.2% | -9.0% |
| 3M | +2.6% | +15.4% | -12.9% | -6.6% |
| 6M | +47.8% | +24.6% | +23.2% | +28.6% |
| YTD | -12.1% | +14.4% | -26.5% | -19.5% |
| 1Y | -17.1% | +26.9% | -44.1% | -28.9% |
| 3Y | -17.9% | +119.8% | -137.7% | -51.0% |
| 5Y | -35.1% | +70.5% | -105.6% | -55.1% |
| 10Y | +130.1% | +475.8% | -345.7% | -20.5% |
| All | +130.1% | +472.5% | -342.3% | -20.5% |
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