-35.2%
WDAY vs HDB
-23.0%
-12.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.1% | -2.2% |
| 7D | -4.0% | +13.7% | -17.7% | -7.6% |
| 30D | +1.9% | +15.8% | -13.9% | -2.6% |
| 3M | +5.9% | +9.2% | -3.3% | +2.8% |
| 6M | +48.8% | +3.2% | +45.6% | +46.3% |
| YTD | -11.4% | -29.4% | +17.9% | -1.6% |
| 1Y | -15.5% | -27.9% | +12.4% | -7.0% |
| 3Y | -15.6% | -5.9% | -9.8% | -19.7% |
| 5Y | -35.2% | -23.5% | -11.7% | -35.1% |
| All | -35.2% | -23.0% | -12.2% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling