+302.1%
WDAY vs SUI
+346.8%
-44.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.0% | -5.2% |
| 7D | -4.4% | -2.8% | -1.5% | -3.2% |
| 30D | +14.7% | -1.2% | +15.9% | +15.3% |
| 3M | +32.4% | -1.7% | +34.1% | +33.7% |
| 6M | +36.9% | -10.5% | +47.3% | +43.2% |
| YTD | -8.8% | -1.8% | -7.0% | -8.5% |
| 1Y | -15.3% | -4.1% | -11.2% | -14.3% |
| 3Y | -21.2% | +11.3% | -32.5% | -27.3% |
| 5Y | -29.5% | -32.1% | +2.6% | -20.0% |
| 10Y | +120.0% | +110.4% | +9.6% | +58.8% |
| All | +302.1% | +346.8% | -44.7% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 all: compounded portfolio wealth divided by compounded SUI 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…
all analysis · Full analysis span regression · 6 months rolling