+1,248.2%
PANW vs BHP
+496.8%
+751.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -0.8% | -3.6% | +2.8% | +0.2% |
| 30D | -14.6% | -1.2% | -13.4% | -14.5% |
| 3M | +18.3% | +1.2% | +17.1% | +17.3% |
| 6M | +100.5% | +21.4% | +79.1% | +87.5% |
| YTD | +79.5% | +50.4% | +29.1% | +55.9% |
| 1Y | +66.7% | +67.5% | -0.8% | +39.7% |
| 3Y | +161.2% | +72.8% | +88.4% | +111.9% |
| 5Y | +322.2% | +112.6% | +209.6% | +208.9% |
| All | +1,248.2% | +496.8% | +751.4% | +656.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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