-37.1%
WDAY vs AHR
+360.2%
-397.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.6% |
| 7D | -10.5% | -3.0% | -7.5% | -10.4% |
| 30D | +2.1% | +2.6% | -0.5% | +1.9% |
| 3M | +34.6% | +16.0% | +18.6% | +34.5% |
| 6M | +29.9% | +3.1% | +26.8% | +30.7% |
| YTD | -13.8% | +16.0% | -29.9% | -14.9% |
| 1Y | -18.3% | +28.0% | -46.2% | -21.4% |
| All | -37.1% | +360.2% | -397.3% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling