-18.1%
WDAY vs WY
-9.1%
-9.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | -5.2% | -4.2% | -1.0% | -5.2% |
| 30D | +5.9% | -10.1% | +16.0% | +5.6% |
| 3M | +42.3% | -8.5% | +50.8% | +41.4% |
| 6M | +34.7% | -3.3% | +38.1% | +35.1% |
| YTD | -13.5% | -4.4% | -9.1% | -14.2% |
| 1Y | -18.1% | -11.5% | -6.6% | -18.4% |
| All | -18.1% | -9.1% | -9.0% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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