-13.5%
WDAY vs ROIV
+97.8%
-111.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.1% | -4.1% | +2.6% |
| 7D | -1.2% | +3.0% | -4.3% | -0.9% |
| 30D | +6.8% | +6.8% | 0.0% | +7.5% |
| 3M | +17.8% | +10.5% | +7.3% | +19.6% |
| 6M | +57.8% | +34.8% | +23.0% | +61.0% |
| YTD | -6.0% | +76.2% | -82.2% | -6.5% |
| 1Y | -13.5% | +92.4% | -105.9% | -15.3% |
| All | -13.5% | +97.8% | -111.4% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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