+73.3%
PANW vs BAX
+9.9%
+63.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.4% |
| 7D | -10.3% | -1.1% | -9.2% | -10.3% |
| 30D | -8.1% | -5.5% | -2.7% | -8.0% |
| 3M | +19.3% | +33.5% | -14.2% | +20.4% |
| 6M | +110.2% | +35.9% | +74.3% | +109.7% |
| YTD | +80.9% | +35.4% | +45.6% | +81.0% |
| 1Y | +73.3% | +9.8% | +63.5% | +72.8% |
| All | +73.3% | +9.9% | +63.3% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling