-13.5%
WDAY vs HAL
+25.6%
-39.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.1% | +5.1% | +1.7% |
| 7D | -1.2% | -7.7% | +6.5% | -1.9% |
| 30D | +6.8% | +0.7% | +6.1% | +6.9% |
| 3M | +17.8% | +2.5% | +15.4% | +18.3% |
| 6M | +57.8% | -20.7% | +78.5% | +58.5% |
| YTD | -6.0% | +18.4% | -24.4% | -6.8% |
| 1Y | -13.5% | +25.6% | -39.1% | -16.5% |
| All | -13.5% | +25.6% | -39.1% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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