+332.2%
PANW vs BAH
+1.2%
+331.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.8% | -3.8% | 0.0% |
| 7D | +2.0% | +2.4% | -0.5% | +1.4% |
| 30D | -11.8% | -2.9% | -8.9% | -11.3% |
| 3M | +28.6% | -1.3% | +29.9% | +28.7% |
| 6M | +104.4% | -0.9% | +105.3% | +103.9% |
| YTD | +83.8% | -8.2% | +92.0% | +84.9% |
| 1Y | +71.5% | -24.0% | +95.5% | +79.2% |
| 3Y | +172.2% | -28.1% | +200.3% | +171.9% |
| 5Y | +332.2% | +2.5% | +329.7% | +261.6% |
| All | +332.2% | +1.2% | +331.0% | +261.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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