+36.9%
WDAY vs WEC
-7.1%
+44.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.8% |
| 7D | -4.4% | -0.3% | -4.1% | -4.5% |
| 30D | +14.7% | -1.3% | +16.0% | +14.0% |
| 3M | +32.4% | -3.9% | +36.3% | +32.0% |
| 6M | +36.9% | -8.3% | +45.2% | +32.7% |
| All | +36.9% | -7.1% | +44.0% | +32.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling