-30.6%
WDAY vs SU
+348.9%
-379.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.3% |
| 7D | -5.2% | +2.2% | -7.4% | -5.4% |
| 30D | +5.9% | +8.4% | -2.5% | +5.0% |
| 3M | +42.3% | +12.1% | +30.2% | +40.2% |
| 6M | +34.7% | +19.7% | +15.1% | +31.8% |
| YTD | -13.5% | +58.4% | -72.0% | -18.6% |
| 1Y | -18.1% | +67.2% | -85.3% | -23.5% |
| 3Y | -26.4% | +125.0% | -151.4% | -34.6% |
| All | -30.6% | +348.9% | -379.6% | -41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling