-15.3%
WDAY vs XLU
+4.9%
-20.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.5% | -5.3% |
| 7D | -4.4% | +0.8% | -5.2% | -3.8% |
| 30D | +14.7% | -1.3% | +16.1% | +13.4% |
| 3M | +32.4% | -1.3% | +33.7% | +31.2% |
| 6M | +36.9% | -7.6% | +44.5% | +31.0% |
| YTD | -8.8% | +2.3% | -11.1% | -9.2% |
| 1Y | -15.3% | +5.8% | -21.1% | -16.3% |
| All | -15.3% | +4.9% | -20.2% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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