-35.5%
WDAY vs AVAV
+35.3%
-70.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.1% |
| 7D | -5.3% | +9.9% | -15.2% | -6.5% |
| 30D | +1.5% | -5.4% | +7.0% | +1.8% |
| 3M | +5.5% | -36.5% | +42.0% | +10.6% |
| 6M | +57.4% | -25.3% | +82.7% | +59.9% |
| YTD | -11.0% | -48.6% | +37.6% | -6.8% |
| 1Y | -15.8% | -62.1% | +46.3% | -8.2% |
| 3Y | -16.9% | +2.3% | -19.2% | -28.0% |
| All | -35.5% | +35.3% | -70.9% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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