+112.2%
WDAY vs SPXU
-99.6%
+211.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | -0.6% |
| 7D | -5.2% | +2.5% | -7.6% | -4.2% |
| 30D | +5.9% | +4.2% | +1.8% | +8.0% |
| 3M | +42.3% | -9.3% | +51.5% | +37.8% |
| 6M | +34.7% | -30.7% | +65.4% | +17.9% |
| YTD | -13.5% | -28.1% | +14.6% | -22.8% |
| 1Y | -18.1% | -35.2% | +17.2% | -29.3% |
| 3Y | -26.4% | -79.9% | +53.6% | -55.6% |
| 5Y | -30.6% | -86.4% | +55.8% | -56.1% |
| All | +112.2% | -99.6% | +211.8% | -51.6% |
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