+3,722.6%
PANW vs BMY
+181.6%
+3,541.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.2% |
| 7D | +2.0% | -6.4% | +8.3% | +3.5% |
| 30D | -11.8% | +0.2% | -12.0% | -12.0% |
| 3M | +28.6% | +16.0% | +12.6% | +23.9% |
| 6M | +104.4% | +8.3% | +96.1% | +99.5% |
| YTD | +83.8% | +22.2% | +61.6% | +73.8% |
| 1Y | +71.5% | +41.7% | +29.8% | +55.9% |
| 3Y | +172.2% | +20.7% | +151.5% | +152.9% |
| 5Y | +332.2% | +23.9% | +308.3% | +294.0% |
| 10Y | +1,306.4% | +62.9% | +1,243.5% | +1,040.1% |
| All | +3,722.6% | +181.6% | +3,541.0% | +2,462.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling