+36.9%
WDAY vs HAL
+6.6%
+30.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -5.5% |
| 7D | -4.4% | +2.9% | -7.3% | -4.0% |
| 30D | +14.7% | +17.0% | -2.3% | +17.2% |
| 3M | +32.4% | -9.7% | +42.0% | +34.9% |
| 6M | +36.9% | +8.6% | +28.3% | +46.3% |
| All | +36.9% | +6.6% | +30.3% | +46.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling