+170.9%
PANW vs BA
-2.4%
+173.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | -6.9% | +2.5% | -9.4% | -7.6% |
| 30D | -7.4% | -10.1% | +2.7% | -4.8% |
| 3M | +26.5% | -2.4% | +28.9% | +27.1% |
| 6M | +104.2% | -8.8% | +113.0% | +107.5% |
| YTD | +82.9% | -2.9% | +85.9% | +82.6% |
| 1Y | +70.7% | -8.8% | +79.5% | +72.7% |
| 3Y | +170.9% | -0.3% | +171.2% | +126.3% |
| All | +170.9% | -2.4% | +173.3% | +126.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling