-18.6%
WDAY vs SOLS
+25.7%
-44.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +2.9% |
| 7D | +1.8% | +14.0% | -12.2% | +5.1% |
| 30D | +4.1% | +10.0% | -5.9% | +6.9% |
| 3M | -4.8% | +5.8% | -10.7% | -3.2% |
| 6M | +68.6% | -25.2% | +93.8% | +61.1% |
| YTD | -8.5% | +36.5% | -45.1% | -9.5% |
| 1Y | -12.1% | +45.0% | -57.1% | -13.3% |
| All | -18.6% | +25.7% | -44.3% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 3y: compounded portfolio wealth divided by compounded SOLS 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…
3y analysis · Full analysis span regression · 6 months rolling