+316.7%
PANW vs BBWI
-67.2%
+383.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.4% | -8.7% | -3.5% |
| 7D | -0.8% | -4.8% | +4.0% | 0.0% |
| 30D | -14.6% | +3.5% | -18.0% | -15.4% |
| 3M | +18.3% | -0.3% | +18.6% | +17.7% |
| 6M | +100.5% | -5.4% | +105.9% | +99.3% |
| YTD | +79.5% | -4.7% | +84.2% | +77.3% |
| 1Y | +66.7% | -30.5% | +97.2% | +74.0% |
| 3Y | +161.2% | -44.3% | +205.6% | +172.7% |
| All | +316.7% | -67.2% | +383.9% | +402.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling