-30.6%
WDAY vs HPQ
+51.9%
-82.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.4% | -8.1% | -2.9% |
| 7D | -5.2% | +9.8% | -14.9% | -8.7% |
| 30D | +5.9% | +22.4% | -16.4% | -2.2% |
| 3M | +42.3% | +45.2% | -2.9% | +23.4% |
| 6M | +34.7% | +96.4% | -61.7% | +4.7% |
| YTD | -13.5% | +65.4% | -78.9% | -28.8% |
| 1Y | -18.1% | +31.6% | -49.6% | -27.4% |
| 3Y | -26.4% | +37.0% | -63.4% | -38.2% |
| All | -30.6% | +51.9% | -82.5% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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