+47.6%
PANW vs BLK
+12.9%
+34.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.4% | -5.2% | -8.5% |
| 7D | -17.3% | -0.5% | -16.8% | -17.0% |
| 30D | -25.1% | +8.5% | -33.5% | -26.3% |
| 3M | -13.2% | +3.8% | -17.0% | -13.5% |
| 6M | +71.0% | +12.8% | +58.2% | +66.7% |
| YTD | +70.8% | +11.2% | +59.7% | +64.2% |
| 1Y | +47.6% | +11.4% | +36.2% | +41.3% |
| All | +47.6% | +12.9% | +34.7% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling