+3,705.5%
PANW vs BAH
+899.2%
+2,806.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.1% | +1.4% |
| 7D | -6.9% | -4.3% | -2.6% | -5.8% |
| 30D | -7.4% | -4.5% | -2.9% | -6.2% |
| 3M | +26.5% | -7.6% | +34.1% | +28.7% |
| 6M | +104.2% | -10.6% | +114.8% | +108.7% |
| YTD | +82.9% | -12.6% | +95.5% | +86.5% |
| 1Y | +70.7% | -27.0% | +97.7% | +82.1% |
| 3Y | +170.9% | -31.5% | +202.4% | +182.9% |
| 5Y | +334.1% | -3.8% | +338.0% | +299.8% |
| 10Y | +1,275.6% | +183.9% | +1,091.7% | +796.8% |
| All | +3,705.5% | +899.2% | +2,806.4% | +1,992.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling