+290.7%
WDAY vs WEC
+385.9%
-95.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.6% |
| 7D | -4.0% | +0.2% | -4.2% | -4.0% |
| 30D | +1.9% | +12.9% | -11.0% | +0.1% |
| 3M | +5.9% | +9.8% | -3.9% | +4.4% |
| 6M | +48.8% | +6.7% | +42.1% | +47.1% |
| YTD | -11.4% | +14.0% | -25.4% | -13.7% |
| 1Y | -15.5% | +7.3% | -22.9% | -16.8% |
| 3Y | -15.6% | +63.8% | -79.4% | -23.7% |
| 5Y | -35.2% | +54.8% | -89.9% | -40.9% |
| 10Y | +123.9% | +185.7% | -61.8% | +86.5% |
| All | +290.7% | +385.9% | -95.3% | +202.7% |
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 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