+280.1%
WDAY vs MCK
+993.6%
-713.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | -10.5% | -4.4% | -6.2% | -9.6% |
| 30D | +2.1% | -2.2% | +4.3% | +2.5% |
| 3M | +34.6% | +11.6% | +23.1% | +31.1% |
| 6M | +29.9% | -4.9% | +34.8% | +31.0% |
| YTD | -13.8% | +7.7% | -21.5% | -16.4% |
| 1Y | -18.3% | +25.2% | -43.5% | -24.0% |
| 3Y | -26.2% | +112.1% | -138.3% | -41.5% |
| 5Y | -30.8% | +345.8% | -376.7% | -56.7% |
| 10Y | +112.2% | +439.7% | -327.5% | +18.3% |
| All | +280.1% | +993.6% | -713.5% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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