+103.6%
WDAY vs SEI
+608.3%
-504.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.2% | +4.7% | -0.3% |
| 7D | -10.5% | +20.7% | -31.2% | -11.5% |
| 30D | +2.1% | +9.1% | -7.0% | +1.4% |
| 3M | +34.6% | -6.0% | +40.6% | +33.9% |
| 6M | +29.9% | +18.9% | +11.0% | +25.8% |
| YTD | -13.8% | +40.1% | -54.0% | -18.5% |
| 1Y | -18.3% | +120.6% | -138.9% | -26.6% |
| 3Y | -26.2% | +562.1% | -588.3% | -45.2% |
| 5Y | -30.8% | +954.5% | -985.3% | -53.7% |
| All | +103.6% | +608.3% | -504.7% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 10y: compounded portfolio wealth divided by compounded SEI 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…
10y analysis · Full analysis span regression · 6 months rolling