-13.5%
WDAY vs TROW
+17.3%
-30.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.0% | -4.0% | 0.0% |
| 7D | -1.2% | +8.2% | -9.5% | -4.0% |
| 30D | +6.8% | +8.3% | -1.5% | +3.8% |
| 3M | +17.8% | -1.6% | +19.4% | +18.5% |
| 6M | +57.8% | +11.9% | +45.9% | +51.2% |
| YTD | -6.0% | +14.3% | -20.4% | -10.9% |
| 1Y | -13.5% | +17.0% | -30.6% | -18.9% |
| All | -13.5% | +17.3% | -30.8% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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