-21.8%
WDAY vs HDB
-24.9%
+3.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -4.9% | -5.3% |
| 7D | -4.4% | +0.4% | -4.8% | -4.4% |
| 30D | +14.7% | -2.8% | +17.5% | +15.1% |
| 3M | +32.4% | -3.5% | +35.9% | +32.8% |
| 6M | +36.9% | -24.7% | +61.6% | +40.7% |
| YTD | -8.8% | -36.6% | +27.7% | -4.5% |
| 1Y | -15.3% | -34.4% | +19.1% | -11.7% |
| All | -21.8% | -24.9% | +3.1% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 3y: compounded portfolio wealth divided by compounded HDB 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…
3y analysis · Full analysis span regression · 6 months rolling