-26.6%
WDAY vs SOXQ
+227.1%
-253.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.4% |
| 7D | -10.5% | +2.3% | -12.9% | -10.7% |
| 30D | +2.1% | -3.9% | +6.0% | +2.3% |
| 3M | +34.6% | -4.7% | +39.4% | +33.0% |
| 6M | +29.9% | +47.9% | -18.0% | +14.8% |
| YTD | -13.8% | +64.3% | -78.2% | -26.9% |
| 1Y | -18.3% | +95.7% | -114.0% | -35.0% |
| All | -26.6% | +227.1% | -253.7% | -57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling