+44.2%
XLU vs WYNN
-11.0%
+55.2%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WYNN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | -1.6% | -4.2% | +2.6% | -1.3% |
| 30D | -3.3% | -14.6% | +11.3% | -2.4% |
| 3M | -3.2% | -18.4% | +15.3% | -2.0% |
| 6M | -7.0% | -11.9% | +5.0% | -6.4% |
| YTD | +0.6% | -26.6% | +27.2% | +2.3% |
| 1Y | +2.4% | -28.5% | +31.0% | +4.2% |
| 3Y | +46.3% | -5.1% | +51.4% | +44.5% |
| All | +44.2% | -11.0% | +55.2% | +38.9% |
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