+66.7%
PANW vs BMY
+40.8%
+26.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -0.8% | -4.8% | +4.0% | -0.9% |
| 30D | -14.6% | -0.1% | -14.5% | -14.7% |
| 3M | +18.3% | +13.1% | +5.2% | +18.5% |
| 6M | +100.5% | +8.4% | +92.1% | +101.0% |
| YTD | +79.5% | +22.0% | +57.5% | +76.3% |
| 1Y | +66.7% | +40.3% | +26.4% | +61.6% |
| All | +66.7% | +40.8% | +26.0% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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