+3,543.8%
PANW vs BA
+178.1%
+3,365.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.1% |
| 7D | +2.5% | -0.6% | +3.1% | +2.7% |
| 30D | -18.7% | -8.0% | -10.7% | -17.2% |
| 3M | -16.6% | -25.8% | +9.2% | -10.3% |
| 6M | +49.7% | -27.6% | +77.2% | +61.6% |
| YTD | +75.2% | -21.0% | +96.2% | +83.8% |
| 1Y | +53.6% | -12.3% | +65.9% | +56.3% |
| 3Y | +154.6% | -12.8% | +167.3% | +152.5% |
| 5Y | +275.8% | -22.4% | +298.1% | +273.4% |
| 10Y | +1,140.9% | +24.6% | +1,116.3% | +778.3% |
| All | +3,543.8% | +178.1% | +3,365.7% | +1,898.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling