+1,135.8%
PANW vs BA
+24.8%
+1,111.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.7% | -1.1% | +3.8% | +3.0% |
| 30D | -14.1% | -7.1% | -7.0% | -12.8% |
| 3M | -18.6% | -25.5% | +6.9% | -13.1% |
| 6M | +41.5% | -28.7% | +70.2% | +52.3% |
| YTD | +74.9% | -21.0% | +96.0% | +82.8% |
| 1Y | +57.4% | -11.9% | +69.2% | +59.8% |
| 3Y | +152.1% | -16.2% | +168.3% | +152.9% |
| 5Y | +275.3% | -22.4% | +297.7% | +272.9% |
| All | +1,135.8% | +24.8% | +1,111.0% | +1,645.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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