+167.4%
PANW vs BBWI
-48.6%
+216.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.2% |
| 7D | +2.0% | -8.0% | +10.0% | +3.2% |
| 30D | -11.8% | -6.6% | -5.2% | -11.1% |
| 3M | +28.6% | -2.7% | +31.3% | +28.8% |
| 6M | +104.4% | -12.8% | +117.2% | +106.3% |
| YTD | +83.8% | -10.5% | +94.2% | +84.0% |
| 1Y | +71.5% | -35.3% | +106.9% | +79.6% |
| All | +167.4% | -48.6% | +216.0% | +185.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 3y: compounded portfolio wealth divided by compounded BBWI 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…
3y analysis · Full analysis span regression · 6 months rolling