+282.1%
WDAY vs AZN
+438.0%
-155.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.5% |
| 7D | -7.4% | -2.9% | -4.5% | -6.5% |
| 30D | +1.0% | -3.1% | +4.1% | +2.0% |
| 3M | +32.7% | -14.4% | +47.1% | +38.7% |
| 6M | +25.6% | -19.5% | +45.1% | +33.1% |
| YTD | -13.4% | -13.8% | +0.4% | -10.8% |
| 1Y | -19.4% | -2.4% | -17.0% | -20.8% |
| 3Y | -25.8% | +21.3% | -47.0% | -33.7% |
| 5Y | -31.1% | +53.6% | -84.7% | -44.3% |
| 10Y | +113.3% | +220.1% | -106.8% | +27.0% |
| All | +282.1% | +438.0% | -155.9% | +104.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 all: compounded portfolio wealth divided by compounded AZN 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…
all analysis · Full analysis span regression · 6 months rolling