+295.1%
PANW vs BA
-20.8%
+316.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.3% |
| 7D | -3.9% | -1.4% | -2.5% | -3.5% |
| 30D | -17.2% | -7.9% | -9.3% | -15.7% |
| 3M | -12.9% | -25.2% | +12.3% | -6.4% |
| 6M | +56.5% | -26.7% | +83.3% | +68.5% |
| YTD | +81.6% | -19.6% | +101.2% | +89.5% |
| 1Y | +53.2% | -10.6% | +63.8% | +54.8% |
| 3Y | +163.9% | -11.2% | +175.1% | +158.3% |
| 5Y | +295.1% | -20.4% | +315.6% | +283.4% |
| All | +295.1% | -20.8% | +316.0% | +283.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling