-28.1%
WDAY vs PLTU
+154.0%
-182.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -9.0% | +3.6% | -4.2% |
| 7D | -4.4% | -13.6% | +9.2% | -2.8% |
| 30D | +14.7% | +16.7% | -1.9% | +12.3% |
| 3M | +32.4% | +29.6% | +2.8% | +25.1% |
| 6M | +36.9% | -0.1% | +37.0% | +31.6% |
| YTD | -8.8% | -31.5% | +22.7% | -10.3% |
| 1Y | -15.3% | -19.7% | +4.4% | -19.0% |
| All | -28.1% | +154.0% | -182.1% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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