+111.5%
WDAY vs XEL
+151.3%
-39.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -10.5% | -1.2% | -9.3% | -10.3% |
| 30D | +2.1% | -2.9% | +5.0% | +2.8% |
| 3M | +34.6% | -2.7% | +37.4% | +35.4% |
| 6M | +29.9% | -6.5% | +36.4% | +31.3% |
| YTD | -13.8% | +3.6% | -17.5% | -15.8% |
| 1Y | -18.3% | +7.5% | -25.8% | -21.2% |
| 3Y | -26.2% | +46.3% | -72.5% | -37.0% |
| 5Y | -30.8% | +30.5% | -61.4% | -38.9% |
| All | +111.5% | +151.3% | -39.8% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling