-13.5%
WDAY vs WMB
+22.7%
-36.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.4% | +8.3% | -1.8% |
| 7D | -1.2% | -8.6% | +7.4% | -6.2% |
| 30D | +6.8% | -4.2% | +11.0% | +4.9% |
| 3M | +17.8% | -4.4% | +22.3% | +16.1% |
| 6M | +57.8% | -8.7% | +66.5% | +55.1% |
| YTD | -6.0% | +15.4% | -21.4% | -0.8% |
| 1Y | -13.5% | +23.7% | -37.3% | -11.1% |
| All | -13.5% | +22.7% | -36.2% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling