-13.5%
WDAY vs NVT
+3.0%
-16.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -12.7% | +14.7% | -2.4% |
| 7D | -1.2% | -19.5% | +18.3% | -8.1% |
| 30D | +6.8% | -32.4% | +39.2% | -6.3% |
| 3M | +17.8% | -30.3% | +48.2% | +5.7% |
| 6M | +57.8% | -30.4% | +88.3% | +44.3% |
| YTD | -6.0% | +11.3% | -17.4% | -6.9% |
| 1Y | -13.5% | +3.6% | -17.1% | -13.6% |
| All | -13.5% | +3.0% | -16.5% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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