-26.2%
WDAY vs ZBH
-19.7%
-6.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -7.4% | -4.9% | -2.5% | -6.3% |
| 30D | +1.0% | -3.2% | +4.3% | +1.8% |
| 3M | +32.7% | +5.8% | +26.8% | +31.8% |
| 6M | +25.6% | +2.0% | +23.6% | +25.0% |
| YTD | -13.4% | +5.8% | -19.2% | -14.4% |
| 1Y | -19.4% | -7.9% | -11.4% | -18.9% |
| All | -26.2% | -19.7% | -6.5% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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