-28.6%
WDAY vs PWR
+443.9%
-472.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.7% | -6.1% | -5.5% |
| 7D | -4.4% | +3.6% | -8.0% | -4.8% |
| 30D | +14.7% | -8.6% | +23.3% | +15.8% |
| 3M | +32.4% | -13.2% | +45.5% | +34.3% |
| 6M | +36.9% | +9.9% | +27.0% | +29.0% |
| YTD | -8.8% | +48.0% | -56.9% | -21.9% |
| 1Y | -15.3% | +66.2% | -81.5% | -30.6% |
| 3Y | -21.2% | +195.1% | -216.3% | -51.1% |
| All | -28.6% | +443.9% | -472.5% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling