-15.3%
WDAY vs HRB
+1.1%
-16.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.0% | -1.4% | -3.6% |
| 7D | -4.4% | -5.7% | +1.3% | -1.8% |
| 30D | +14.7% | +7.9% | +6.8% | +9.4% |
| 3M | +32.4% | +32.1% | +0.2% | +14.9% |
| 6M | +36.9% | +62.2% | -25.4% | +10.0% |
| YTD | -8.8% | +16.4% | -25.2% | -21.5% |
| 1Y | -15.3% | -0.3% | -15.0% | -26.3% |
| All | -15.3% | +1.1% | -16.4% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling