-15.3%
WDAY vs SU
+71.8%
-87.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.5% |
| 7D | -4.4% | +3.6% | -7.9% | -3.9% |
| 30D | +14.7% | +7.9% | +6.9% | +15.9% |
| 3M | +32.4% | +3.5% | +28.9% | +31.9% |
| 6M | +36.9% | +19.0% | +17.9% | +47.7% |
| YTD | -8.8% | +55.0% | -63.8% | +5.6% |
| 1Y | -15.3% | +71.2% | -86.5% | -0.5% |
| All | -15.3% | +71.8% | -87.1% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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