+302.1%
WDAY vs WEC
+339.4%
-37.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.3% |
| 7D | -4.4% | -0.3% | -4.1% | -4.3% |
| 30D | +14.7% | -1.3% | +16.0% | +14.9% |
| 3M | +32.4% | -3.9% | +36.3% | +33.1% |
| 6M | +36.9% | -8.3% | +45.2% | +38.3% |
| YTD | -8.8% | +3.1% | -11.9% | -9.8% |
| 1Y | -15.3% | +1.9% | -17.2% | -16.1% |
| 3Y | -21.2% | +41.9% | -63.1% | -27.1% |
| 5Y | -29.5% | +30.8% | -60.3% | -34.0% |
| 10Y | +120.0% | +141.9% | -21.9% | +87.1% |
| All | +302.1% | +339.4% | -37.3% | +216.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling