-0.9%
WDAY vs OPEN
-72.1%
+71.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.1% |
| 7D | -7.4% | -2.9% | -4.5% | -7.1% |
| 30D | +1.0% | -13.8% | +14.8% | +2.5% |
| 3M | +32.7% | -30.9% | +63.6% | +37.0% |
| 6M | +25.6% | -40.9% | +66.5% | +31.2% |
| YTD | -13.4% | -48.5% | +35.2% | -8.9% |
| 1Y | -19.4% | -50.9% | +31.5% | -18.3% |
| 3Y | -25.8% | -20.6% | -5.1% | -38.5% |
| 5Y | -31.1% | -84.2% | +53.1% | -37.8% |
| All | -0.9% | -72.1% | +71.2% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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