-31.1%
WDAY vs ACHR
-44.8%
+13.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.7% | +5.5% | +0.5% |
| 7D | -7.4% | -2.7% | -4.7% | -7.1% |
| 30D | +1.0% | -12.1% | +13.2% | +2.5% |
| 3M | +32.7% | +3.4% | +29.3% | +31.4% |
| 6M | +25.6% | -15.6% | +41.2% | +26.6% |
| YTD | -13.4% | -26.9% | +13.5% | -11.7% |
| 1Y | -19.4% | -34.8% | +15.4% | -17.5% |
| 3Y | -25.8% | -19.2% | -6.5% | -31.4% |
| 5Y | -31.1% | -43.8% | +12.7% | -46.4% |
| All | -31.1% | -44.8% | +13.7% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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