+302.1%
WDAY vs HPQ
+680.7%
-378.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.2% | -7.6% | -6.2% |
| 7D | -4.4% | +6.9% | -11.3% | -6.8% |
| 30D | +14.7% | +14.4% | +0.3% | +9.3% |
| 3M | +32.4% | +25.6% | +6.8% | +22.0% |
| 6M | +36.9% | +75.0% | -38.2% | +11.6% |
| YTD | -8.8% | +50.7% | -59.5% | -21.7% |
| 1Y | -15.3% | +18.7% | -33.9% | -21.4% |
| 3Y | -21.2% | +21.5% | -42.7% | -29.8% |
| 5Y | -29.5% | +31.6% | -61.1% | -40.5% |
| 10Y | +120.0% | +216.1% | -96.0% | +36.6% |
| All | +302.1% | +680.7% | -378.6% | +154.7% |
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