+36.8%
PPL vs WYNN
-10.4%
+47.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WYNN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.6% | -1.4% |
| 7D | 0.0% | -1.4% | +1.4% | +0.1% |
| 30D | -1.3% | -11.8% | +10.5% | -0.5% |
| 3M | -2.6% | -15.8% | +13.2% | -1.5% |
| 6M | -8.4% | -10.7% | +2.3% | -7.9% |
| YTD | +0.2% | -24.5% | +24.7% | +1.9% |
| 1Y | -0.2% | -25.0% | +24.8% | +1.3% |
| 3Y | +52.9% | -1.8% | +54.7% | +50.6% |
| 5Y | +36.8% | -10.0% | +46.9% | +30.4% |
| All | +36.8% | -10.4% | +47.2% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WYNN.
Daily Out/Under-Performance
Portfolio return minus WYNN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WYNN 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 WYNN 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