+1,280.2%
PANW vs BA
+75.4%
+1,204.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.2% |
| 7D | +2.0% | -2.7% | +4.7% | +2.7% |
| 30D | -11.8% | -12.2% | +0.4% | -9.0% |
| 3M | +28.6% | -2.0% | +30.6% | +29.0% |
| 6M | +104.4% | -6.0% | +110.4% | +106.3% |
| YTD | +83.8% | -5.7% | +89.4% | +84.9% |
| 1Y | +71.5% | -10.0% | +81.5% | +74.1% |
| 3Y | +172.2% | -3.1% | +175.2% | +164.9% |
| 5Y | +332.2% | -2.6% | +334.8% | +308.3% |
| All | +1,280.2% | +75.4% | +1,204.8% | +1,232.2% |
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