+62.2%
PANW vs BAX
+46.0%
+16.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.0% | -4.6% | -0.7% |
| 7D | -11.8% | +4.1% | -15.9% | -11.8% |
| 30D | -14.4% | +9.4% | -23.8% | -14.5% |
| 3M | -5.0% | -6.5% | +1.5% | -5.0% |
| 6M | +88.6% | +59.6% | +29.0% | +90.3% |
| YTD | +88.9% | +38.9% | +50.1% | +88.7% |
| 1Y | +62.2% | +48.0% | +14.2% | +62.3% |
| All | +62.2% | +46.0% | +16.2% | +62.3% |
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