-13.5%
WDAY vs BWA
+17.4%
-30.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.5% | +1.3% |
| 7D | -1.2% | -9.9% | +8.7% | -4.0% |
| 30D | +6.8% | -16.4% | +23.2% | +1.8% |
| 3M | +17.8% | -19.8% | +37.7% | +11.2% |
| 6M | +57.8% | -10.0% | +67.8% | +53.8% |
| YTD | -6.0% | +12.7% | -18.8% | -13.3% |
| 1Y | -13.5% | +15.7% | -29.2% | -21.1% |
| All | -13.5% | +17.4% | -30.9% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling