+57.3%
WDAY vs WMB
-12.8%
+70.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.4% | -3.8% |
| 7D | -2.5% | -13.8% | +11.3% | -11.6% |
| 30D | +4.7% | -10.3% | +15.0% | -1.6% |
| 3M | +13.3% | -10.1% | +23.4% | +7.6% |
| 6M | +57.3% | -11.8% | +69.1% | +49.4% |
| All | +57.3% | -12.8% | +70.1% | +49.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling