+144.0%
WDAY vs WEC
+197.9%
-54.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +2.9% |
| 7D | +1.8% | +2.3% | -0.5% | +1.5% |
| 30D | +4.1% | +11.1% | -7.0% | +2.3% |
| 3M | -4.8% | +8.4% | -13.3% | -6.1% |
| 6M | +68.6% | +7.5% | +61.1% | +66.4% |
| YTD | -8.5% | +15.3% | -23.9% | -11.3% |
| 1Y | -12.1% | +9.7% | -21.8% | -13.9% |
| 3Y | -13.2% | +64.7% | -77.9% | -22.6% |
| 5Y | -33.7% | +57.3% | -91.0% | -40.5% |
| All | +144.0% | +197.9% | -54.0% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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