-19.3%
WDAY vs SPOT
-26.1%
+6.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.5% | -2.3% | -4.1% |
| 7D | -6.1% | -2.9% | -3.2% | -5.2% |
| 30D | +3.7% | +8.3% | -4.6% | +1.5% |
| 3M | +29.6% | +5.1% | +24.5% | +27.2% |
| 6M | +23.3% | -6.5% | +29.8% | +23.8% |
| YTD | -13.3% | -9.0% | -4.3% | -12.0% |
| All | -19.3% | -26.1% | +6.9% | -15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling