+64.0%
XBI vs WDAY
-18.1%
+82.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -4.6% | -5.2% | +0.5% | -4.8% |
| 30D | -2.0% | +5.9% | -7.9% | -1.8% |
| 3M | +17.8% | +42.3% | -24.5% | +18.5% |
| 6M | +23.7% | +34.7% | -11.0% | +25.5% |
| YTD | +28.2% | -13.5% | +41.8% | +36.8% |
| 1Y | +64.0% | -18.1% | +82.0% | +75.9% |
| All | +64.0% | -18.1% | +82.1% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WDAY.
Daily Out/Under-Performance
Portfolio return minus WDAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDAY 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 WDAY 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