-36.9%
WDAY vs AHR
+356.1%
-393.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | -5.2% | -2.1% | -3.1% | -5.0% |
| 30D | +5.9% | +1.9% | +4.1% | +5.8% |
| 3M | +42.3% | +15.7% | +26.6% | +42.2% |
| 6M | +34.7% | +2.5% | +32.2% | +35.6% |
| YTD | -13.5% | +15.0% | -28.6% | -14.6% |
| 1Y | -18.1% | +28.1% | -46.2% | -21.4% |
| All | -36.9% | +356.1% | -393.0% | -51.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling