+6.4%
WYNN vs DOC
+15.7%
-9.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.4% |
| 7D | +11.3% | +6.5% | +4.9% | +7.9% |
| 30D | +10.9% | +9.2% | +1.7% | +6.0% |
| 3M | -17.9% | -2.5% | -15.4% | -17.0% |
| 6M | -22.3% | +7.1% | -29.4% | -25.6% |
| YTD | -30.4% | +33.0% | -63.4% | -41.4% |
| 1Y | -31.5% | +23.3% | -54.8% | -40.0% |
| 3Y | -9.9% | +44.9% | -54.8% | -30.1% |
| 5Y | -11.1% | -21.6% | +10.5% | -3.0% |
| All | +6.4% | +15.7% | -9.3% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling