+1,248.2%
PANW vs BDX
+59.3%
+1,188.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.5% |
| 7D | -0.8% | -3.2% | +2.4% | 0.0% |
| 30D | -14.6% | -2.5% | -12.0% | -14.1% |
| 3M | +18.3% | +21.4% | -3.1% | +11.9% |
| 6M | +100.5% | +10.4% | +90.1% | +94.1% |
| YTD | +79.5% | +18.8% | +60.7% | +69.2% |
| 1Y | +66.7% | +21.7% | +45.0% | +55.8% |
| 3Y | +161.2% | -10.0% | +171.2% | +163.6% |
| 5Y | +322.2% | -1.8% | +324.0% | +306.9% |
| All | +1,248.2% | +59.3% | +1,188.9% | +975.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 10y: compounded portfolio wealth divided by compounded BDX 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…
10y analysis · Full analysis span regression · 6 months rolling