-19.3%
WDAY vs SOXQ
+286.7%
-306.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.4% | -0.2% |
| 7D | -5.2% | +0.8% | -5.9% | -5.4% |
| 30D | +5.9% | -4.6% | +10.5% | +7.1% |
| 3M | +42.3% | -10.2% | +52.4% | +42.9% |
| 6M | +34.7% | +49.7% | -14.9% | +5.6% |
| YTD | -13.5% | +67.2% | -80.8% | -36.6% |
| 1Y | -18.1% | +98.0% | -116.1% | -45.6% |
| 3Y | -26.4% | +237.2% | -263.5% | -67.4% |
| 5Y | -30.6% | +261.3% | -291.9% | -72.0% |
| All | -19.3% | +286.7% | -306.0% | -68.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling