-12.2%
WYNN vs HRB
+114.1%
-126.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.9% |
| 7D | -4.2% | -8.0% | +3.8% | -3.2% |
| 30D | -14.6% | -16.0% | +1.3% | -12.8% |
| 3M | -18.4% | +26.9% | -45.3% | -21.6% |
| 6M | -11.9% | +51.1% | -63.0% | -18.0% |
| YTD | -26.6% | +7.1% | -33.6% | -28.0% |
| 1Y | -28.5% | -9.6% | -18.9% | -28.0% |
| 3Y | -5.1% | +25.4% | -30.5% | -12.7% |
| All | -12.2% | +114.1% | -126.2% | -34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling