-26.2%
WDAY vs NVT
+184.0%
-210.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | -0.1% |
| 7D | -7.4% | +7.0% | -14.4% | -7.4% |
| 30D | +1.0% | -2.3% | +3.3% | +1.0% |
| 3M | +32.7% | -3.1% | +35.8% | +32.6% |
| 6M | +25.6% | +47.0% | -21.4% | +18.2% |
| YTD | -13.4% | +56.2% | -69.6% | -20.1% |
| 1Y | -19.4% | +74.5% | -93.9% | -27.6% |
| All | -26.2% | +184.0% | -210.2% | -46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling