-20.8%
WDAY vs RY
+154.9%
-175.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.1% |
| 7D | -4.4% | +3.1% | -7.5% | -5.3% |
| 30D | +14.7% | -0.3% | +15.1% | +14.8% |
| 3M | +32.4% | +8.7% | +23.7% | +27.7% |
| 6M | +36.9% | +28.5% | +8.3% | +22.3% |
| YTD | -8.8% | +25.1% | -34.0% | -17.7% |
| 1Y | -15.3% | +46.3% | -61.6% | -29.9% |
| All | -20.8% | +154.9% | -175.7% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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