-25.7%
WDAY vs SPXU
-80.6%
+54.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.7% | -6.6% | -4.4% |
| 7D | -6.1% | -1.5% | -4.6% | -6.4% |
| 30D | +3.7% | +3.7% | 0.0% | +5.0% |
| 3M | +29.6% | -9.6% | +39.1% | +26.7% |
| 6M | +23.3% | -32.4% | +55.7% | +10.9% |
| YTD | -13.3% | -28.7% | +15.4% | -20.2% |
| 1Y | -19.6% | -38.2% | +18.6% | -29.0% |
| 3Y | -25.7% | -80.4% | +54.8% | -51.2% |
| All | -25.7% | -80.6% | +54.9% | -51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling