+112.2%
WDAY vs HBAN
+163.4%
-51.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.4% | +0.1% |
| 7D | -5.2% | -1.0% | -4.2% | -4.9% |
| 30D | +5.9% | -5.6% | +11.5% | +7.5% |
| 3M | +42.3% | -1.1% | +43.4% | +42.5% |
| 6M | +34.7% | +9.9% | +24.8% | +30.4% |
| YTD | -13.5% | -0.9% | -12.6% | -14.0% |
| 1Y | -18.1% | -1.4% | -16.7% | -18.5% |
| 3Y | -26.4% | +78.2% | -104.6% | -38.5% |
| 5Y | -30.6% | +37.0% | -67.6% | -39.1% |
| All | +112.2% | +163.4% | -51.2% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 10y: compounded portfolio wealth divided by compounded HBAN 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…
10y analysis · Full analysis span regression · 6 months rolling