-13.5%
WDAY vs SOXQ
+45.5%
-59.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.1% | +5.1% | +0.8% |
| 7D | -1.2% | -12.1% | +10.9% | -5.8% |
| 30D | +6.8% | -22.0% | +28.9% | -2.6% |
| 3M | +17.8% | -15.6% | +33.4% | +11.6% |
| 6M | +57.8% | -2.4% | +60.2% | +58.3% |
| YTD | -6.0% | +45.4% | -51.4% | -0.9% |
| 1Y | -13.5% | +47.7% | -61.2% | -9.4% |
| All | -13.5% | +45.5% | -59.0% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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