+2.7%
WDAY vs OPEN
-87.0%
+89.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -21.8% | +18.2% | -1.4% |
| 7D | -2.5% | -22.2% | +19.7% | -0.3% |
| 30D | +4.7% | -38.3% | +43.0% | +9.3% |
| 3M | +13.3% | -59.4% | +72.7% | +23.2% |
| 6M | +57.3% | -74.4% | +131.7% | +77.9% |
| YTD | -10.2% | -76.0% | +65.8% | +1.3% |
| 1Y | -14.1% | -78.7% | +64.6% | -2.7% |
| 3Y | -11.7% | -30.0% | +18.3% | -28.6% |
| 5Y | -33.5% | -93.7% | +60.3% | -33.8% |
| All | +2.7% | -87.0% | +89.7% | -4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling