-18.1%
WDAY vs XEL
+7.7%
-25.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.4% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +5.9% | -3.9% | +9.9% | +4.0% |
| 3M | +42.3% | -2.8% | +45.1% | +40.8% |
| 6M | +34.7% | -5.4% | +40.1% | +32.4% |
| YTD | -13.5% | +3.8% | -17.3% | -13.4% |
| 1Y | -18.1% | +6.8% | -24.9% | -18.2% |
| All | -18.1% | +7.7% | -25.8% | -18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling