-30.6%
WDAY vs BNY
+256.6%
-287.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -5.2% | -1.3% | -3.8% | -4.6% |
| 30D | +5.9% | -0.2% | +6.1% | +5.9% |
| 3M | +42.3% | +14.9% | +27.3% | +32.8% |
| 6M | +34.7% | +40.0% | -5.3% | +13.9% |
| YTD | -13.5% | +42.0% | -55.5% | -27.6% |
| 1Y | -18.1% | +56.9% | -74.9% | -34.9% |
| 3Y | -26.4% | +289.9% | -316.2% | -63.2% |
| All | -30.6% | +256.6% | -287.2% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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