+1,726.2%
BE vs PANW
+164.6%
+1,561.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.3% | +9.0% | +7.4% |
| 7D | +9.0% | -0.8% | +9.8% | +9.3% |
| 30D | +16.3% | -14.6% | +30.8% | +21.3% |
| 3M | +10.8% | +18.3% | -7.5% | +4.5% |
| 6M | +73.2% | +100.5% | -27.3% | +37.3% |
| YTD | +217.4% | +79.5% | +137.8% | +160.0% |
| 1Y | +309.8% | +66.7% | +243.1% | +249.2% |
| 3Y | +1,726.2% | +161.2% | +1,564.9% | +1,101.6% |
| All | +1,726.2% | +164.6% | +1,561.5% | +1,101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 3y: compounded portfolio wealth divided by compounded PANW 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…
3y analysis · Full analysis span regression · 6 months rolling