-15.3%
WDAY vs PSX
+101.0%
-116.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.5% | -5.4% |
| 7D | -4.4% | +4.5% | -8.9% | -5.2% |
| 30D | +14.7% | +26.6% | -11.9% | +9.9% |
| 3M | +32.4% | +39.3% | -6.9% | +24.1% |
| 6M | +36.9% | +56.8% | -19.9% | +26.3% |
| YTD | -8.8% | +101.8% | -110.7% | -17.0% |
| 1Y | -15.3% | +99.6% | -114.9% | -23.4% |
| All | -15.3% | +101.0% | -116.3% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling