+4.2%
WDAY vs OPEN
-70.7%
+74.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.6% | -6.0% | -5.4% |
| 7D | -4.4% | -4.3% | -0.1% | -4.0% |
| 30D | +14.7% | -16.2% | +31.0% | +16.7% |
| 3M | +32.4% | -36.4% | +68.7% | +37.7% |
| 6M | +36.9% | -35.5% | +72.3% | +41.7% |
| YTD | -8.8% | -46.0% | +37.1% | -4.6% |
| 1Y | -15.3% | -47.1% | +31.9% | -15.0% |
| 3Y | -21.2% | -19.0% | -2.2% | -34.7% |
| 5Y | -29.5% | -83.6% | +54.1% | -36.6% |
| All | +4.2% | -70.7% | +74.9% | -9.7% |
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 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