+3,684.3%
PANW vs BBWI
-16.5%
+3,700.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | +0.5% |
| 7D | +2.0% | -4.4% | +6.4% | +2.7% |
| 30D | -13.0% | -7.4% | -5.6% | -12.1% |
| 3M | +28.6% | -2.2% | +30.9% | +28.5% |
| 6M | +103.0% | -16.3% | +119.3% | +106.3% |
| YTD | +81.9% | -9.1% | +91.1% | +81.6% |
| 1Y | +69.6% | -34.5% | +104.1% | +77.5% |
| 3Y | +169.4% | -47.0% | +216.4% | +182.7% |
| 5Y | +331.0% | -68.8% | +399.8% | +379.4% |
| 10Y | +1,292.3% | -57.4% | +1,349.6% | +1,311.3% |
| All | +3,684.3% | -16.5% | +3,700.8% | +3,221.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling