-14.1%
WDAY vs ROIV
+93.5%
-107.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.2% | -9.8% | -3.0% |
| 7D | -2.5% | +5.3% | -7.8% | -1.9% |
| 30D | +4.7% | +11.9% | -7.2% | +6.0% |
| 3M | +13.3% | +10.7% | +2.6% | +15.1% |
| 6M | +57.3% | +34.9% | +22.4% | +60.8% |
| YTD | -10.2% | +79.2% | -89.4% | -10.7% |
| 1Y | -14.1% | +89.0% | -103.1% | -15.6% |
| All | -14.1% | +93.5% | -107.6% | -15.6% |
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