-35.3%
WDAY vs VRSN
+37.7%
-72.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.6% |
| 7D | -5.3% | -1.2% | -4.1% | -4.5% |
| 30D | +1.5% | +3.8% | -2.2% | -1.0% |
| 3M | +5.5% | +9.5% | -4.1% | -0.9% |
| 6M | +57.4% | +10.3% | +47.2% | +46.7% |
| YTD | -11.0% | +30.5% | -41.5% | -26.7% |
| 1Y | -15.8% | +27.9% | -43.7% | -29.7% |
| 3Y | -16.9% | +54.3% | -71.2% | -41.9% |
| 5Y | -35.3% | +37.2% | -72.4% | -52.6% |
| All | -35.3% | +37.7% | -72.9% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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