-15.6%
WDAY vs PWR
+34.5%
-50.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.4% |
| 7D | -4.8% | +19.1% | -23.8% | +2.5% |
| 30D | +2.5% | -12.0% | +14.5% | -2.1% |
| 3M | +8.8% | -10.6% | +19.3% | +5.7% |
| 6M | +60.7% | -20.8% | +81.5% | +53.9% |
| YTD | -11.2% | +43.7% | -55.0% | -3.0% |
| 1Y | -15.6% | +35.0% | -50.6% | -7.6% |
| All | -15.6% | +34.5% | -50.1% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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