+275.7%
PANW vs BAM
+67.8%
+207.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | +0.4% |
| 7D | +2.0% | -3.9% | +5.9% | +3.6% |
| 30D | -13.0% | -8.8% | -4.2% | -9.8% |
| 3M | +28.6% | +2.2% | +26.4% | +27.4% |
| 6M | +103.0% | +5.9% | +97.0% | +97.5% |
| YTD | +81.9% | -6.1% | +88.0% | +84.9% |
| 1Y | +69.6% | -11.6% | +81.2% | +76.2% |
| 3Y | +169.4% | +51.7% | +117.8% | +131.3% |
| All | +275.7% | +67.8% | +207.8% | +210.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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