-12.2%
WYNN vs BWA
+87.2%
-99.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.5% |
| 7D | -4.2% | -1.3% | -2.9% | -3.6% |
| 30D | -14.6% | -2.9% | -11.7% | -13.6% |
| 3M | -18.4% | -10.7% | -7.7% | -14.2% |
| 6M | -11.9% | +26.5% | -38.4% | -24.2% |
| YTD | -26.6% | +49.1% | -75.7% | -44.7% |
| 1Y | -28.5% | +52.1% | -80.6% | -47.2% |
| 3Y | -5.1% | +72.6% | -77.7% | -37.9% |
| All | -12.2% | +87.2% | -99.3% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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