+281.4%
WDAY vs BRKR
+344.1%
-62.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | -5.2% | -8.7% | +3.5% | -2.4% |
| 30D | +5.9% | -9.9% | +15.8% | +9.1% |
| 3M | +42.3% | -3.1% | +45.4% | +39.0% |
| 6M | +34.7% | +45.5% | -10.8% | +12.3% |
| YTD | -13.5% | +13.7% | -27.2% | -21.8% |
| 1Y | -18.1% | +67.4% | -85.5% | -36.7% |
| 3Y | -26.4% | -13.2% | -13.2% | -32.6% |
| 5Y | -30.6% | -39.5% | +8.9% | -27.6% |
| 10Y | +112.9% | +153.5% | -40.6% | +17.5% |
| All | +281.4% | +344.1% | -62.7% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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