+144.0%
WDAY vs SPXU
-99.5%
+243.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.2% | +1.8% | +3.5% |
| 7D | +1.8% | -7.6% | +9.4% | -1.1% |
| 30D | +4.1% | +5.3% | -1.3% | +6.6% |
| 3M | -4.8% | +9.6% | -14.5% | -0.7% |
| 6M | +68.6% | -4.5% | +73.2% | +67.7% |
| YTD | -8.5% | -25.9% | +17.3% | -16.9% |
| 1Y | -12.1% | -28.9% | +16.8% | -21.2% |
| 3Y | -13.2% | -80.5% | +67.3% | -48.5% |
| 5Y | -33.7% | -83.4% | +49.6% | -54.7% |
| All | +144.0% | -99.5% | +243.5% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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