+303.5%
WDAY vs HPQ
+609.1%
-305.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.4% | +2.4% |
| 7D | +1.8% | +3.2% | -1.3% | +0.7% |
| 30D | +4.1% | -3.6% | +7.7% | +5.1% |
| 3M | -4.8% | -5.3% | +0.4% | -4.0% |
| 6M | +68.6% | +41.1% | +27.5% | +47.9% |
| YTD | -8.5% | +36.9% | -45.4% | -19.4% |
| 1Y | -12.1% | +23.5% | -35.6% | -19.9% |
| 3Y | -13.2% | +19.6% | -32.8% | -22.8% |
| 5Y | -33.7% | +11.4% | -45.1% | -41.0% |
| 10Y | +137.4% | +160.6% | -23.2% | +54.8% |
| All | +303.5% | +609.1% | -305.6% | +162.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling