-12.1%
WDAY vs SYY
+5.3%
-17.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.9% | +3.2% |
| 7D | +1.8% | +0.3% | +1.5% | +1.9% |
| 30D | +4.1% | -4.8% | +8.8% | +3.4% |
| 3M | -4.8% | -7.1% | +2.2% | -6.1% |
| 6M | +68.6% | +6.8% | +61.8% | +74.2% |
| YTD | -8.5% | +7.7% | -16.2% | -7.4% |
| 1Y | -12.1% | +5.7% | -17.8% | -10.8% |
| All | -12.1% | +5.3% | -17.4% | -10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling