+316.7%
PANW vs BND
-2.6%
+319.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -0.8% | -1.0% | +0.2% | -0.1% |
| 30D | -14.6% | -1.1% | -13.4% | -13.9% |
| 3M | +18.3% | -1.9% | +20.2% | +19.8% |
| 6M | +100.5% | -1.6% | +102.1% | +102.7% |
| YTD | +79.5% | -1.2% | +80.7% | +81.1% |
| 1Y | +66.7% | -0.7% | +67.5% | +67.7% |
| 3Y | +161.2% | +12.5% | +148.7% | +142.3% |
| All | +316.7% | -2.6% | +319.3% | +289.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 5y: compounded portfolio wealth divided by compounded BND 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…
5y analysis · Full analysis span regression · 6 months rolling