-5.1%
WYNN vs HRB
+209.1%
-214.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.0% |
| 7D | -4.2% | -8.0% | +3.8% | -1.6% |
| 30D | -14.6% | -16.0% | +1.3% | -9.9% |
| 3M | -18.4% | +26.9% | -45.3% | -26.0% |
| 6M | -11.9% | +51.1% | -63.0% | -26.2% |
| YTD | -26.6% | +7.1% | -33.6% | -30.6% |
| 1Y | -28.5% | -9.6% | -18.9% | -28.4% |
| 3Y | -5.1% | +25.4% | -30.5% | -20.3% |
| 5Y | -10.5% | +114.9% | -125.4% | -44.4% |
| All | -5.1% | +209.1% | -214.3% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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