+112.2%
WDAY vs SYY
+116.5%
-4.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | -5.2% | +3.9% | -9.1% | -6.4% |
| 30D | +5.9% | -1.7% | +7.7% | +6.5% |
| 3M | +42.3% | +5.2% | +37.1% | +39.9% |
| 6M | +34.7% | -0.2% | +34.9% | +33.3% |
| YTD | -13.5% | +15.4% | -28.9% | -19.5% |
| 1Y | -18.1% | +5.6% | -23.7% | -21.3% |
| 3Y | -26.4% | +28.9% | -55.2% | -35.3% |
| 5Y | -30.6% | +24.1% | -54.7% | -38.0% |
| All | +112.2% | +116.5% | -4.3% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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