+1,248.2%
PANW vs BIL
+25.3%
+1,222.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -0.8% | +0.1% | -0.8% | -0.8% |
| 30D | -14.6% | +0.3% | -14.9% | -14.7% |
| 3M | +18.3% | +0.9% | +17.4% | +17.3% |
| 6M | +100.5% | +1.8% | +98.6% | +97.4% |
| YTD | +79.5% | +2.5% | +77.0% | +75.7% |
| 1Y | +66.7% | +3.7% | +63.0% | +61.5% |
| 3Y | +161.2% | +14.1% | +147.1% | +114.5% |
| 5Y | +322.2% | +19.5% | +302.7% | +193.7% |
| All | +1,248.2% | +25.3% | +1,222.9% | +401.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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