-15.3%
WDAY vs SONY
-10.8%
-4.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.6% | -3.8% | -4.9% |
| 7D | -4.4% | -1.2% | -3.2% | -4.0% |
| 30D | +14.7% | +9.4% | +5.3% | +12.0% |
| 3M | +32.4% | +10.5% | +21.9% | +27.1% |
| 6M | +36.9% | +11.7% | +25.2% | +32.7% |
| YTD | -8.8% | -4.1% | -4.8% | -8.3% |
| 1Y | -15.3% | -11.8% | -3.5% | -12.4% |
| All | -15.3% | -10.8% | -4.5% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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