+316.7%
PANW vs BLDR
+10.9%
+305.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.4% | -4.7% | -2.8% |
| 7D | -0.8% | -8.2% | +7.5% | +0.9% |
| 30D | -14.6% | -16.6% | +2.1% | -11.6% |
| 3M | +18.3% | -23.2% | +41.5% | +23.8% |
| 6M | +100.5% | -33.7% | +134.2% | +115.0% |
| YTD | +79.5% | -41.3% | +120.8% | +95.9% |
| 1Y | +66.7% | -58.8% | +125.5% | +97.4% |
| 3Y | +161.2% | -57.5% | +218.7% | +185.7% |
| All | +316.7% | +10.9% | +305.8% | +229.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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