-15.3%
WDAY vs AHR
+33.1%
-48.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.9% | -3.5% | -5.9% |
| 7D | -4.4% | -1.5% | -2.9% | -4.8% |
| 30D | +14.7% | -1.4% | +16.1% | +13.8% |
| 3M | +32.4% | +18.6% | +13.8% | +46.1% |
| 6M | +36.9% | +6.6% | +30.3% | +43.8% |
| YTD | -8.8% | +17.5% | -26.3% | +2.2% |
| 1Y | -15.3% | +30.9% | -46.2% | -2.2% |
| All | -15.3% | +33.1% | -48.3% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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