+24.3%
BMY vs WDAY
-31.5%
+55.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -4.8% | -7.4% | +2.6% | -4.4% |
| 30D | -0.7% | +1.0% | -1.7% | -0.8% |
| 3M | +15.3% | +32.7% | -17.3% | +13.3% |
| 6M | +8.5% | +25.6% | -17.0% | +6.9% |
| YTD | +23.4% | -13.4% | +36.8% | +24.3% |
| 1Y | +42.9% | -19.4% | +62.3% | +44.4% |
| 3Y | +22.0% | -25.8% | +47.7% | +23.0% |
| 5Y | +24.3% | -31.1% | +55.4% | +24.9% |
| All | +24.3% | -31.5% | +55.9% | +24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling