+1,248.2%
PANW vs BLK
+283.5%
+964.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -3.1% |
| 7D | -0.8% | -3.3% | +2.5% | +0.8% |
| 30D | -14.6% | -6.5% | -8.0% | -11.7% |
| 3M | +18.3% | +6.7% | +11.5% | +14.3% |
| 6M | +100.5% | +14.7% | +85.7% | +86.4% |
| YTD | +79.5% | +2.5% | +77.0% | +75.1% |
| 1Y | +66.7% | -2.8% | +69.5% | +66.5% |
| 3Y | +161.2% | +65.9% | +95.4% | +96.5% |
| 5Y | +322.2% | +33.0% | +289.2% | +245.7% |
| All | +1,248.2% | +283.5% | +964.7% | +580.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling