+1,248.2%
PANW vs BN
+265.2%
+983.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.8% | -2.5% |
| 7D | -0.8% | -5.2% | +4.4% | +1.6% |
| 30D | -14.6% | -14.5% | -0.1% | -8.3% |
| 3M | +18.3% | -15.0% | +33.3% | +27.3% |
| 6M | +100.5% | -5.4% | +105.9% | +104.4% |
| YTD | +79.5% | -16.4% | +95.9% | +92.7% |
| 1Y | +66.7% | -16.2% | +83.0% | +78.3% |
| 3Y | +161.2% | +67.5% | +93.7% | +100.0% |
| 5Y | +322.2% | +34.1% | +288.1% | +251.5% |
| All | +1,248.2% | +265.2% | +983.1% | +646.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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