+48.8%
WDAY vs SPOT
+215.3%
-166.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | +0.2% |
| 7D | -7.4% | -6.5% | -0.9% | -5.2% |
| 30D | +1.0% | +2.2% | -1.2% | +0.3% |
| 3M | +32.7% | +5.4% | +27.3% | +30.7% |
| 6M | +25.6% | -4.0% | +29.6% | +26.1% |
| YTD | -13.4% | -9.9% | -3.4% | -11.9% |
| 1Y | -19.4% | -27.3% | +7.9% | -12.1% |
| 3Y | -25.8% | +236.4% | -262.2% | -56.9% |
| 5Y | -31.1% | +112.6% | -143.7% | -56.5% |
| All | +48.8% | +215.3% | -166.4% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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