+62.2%
PANW vs BNY
+45.2%
+17.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -1.2% |
| 7D | -11.8% | +2.8% | -14.6% | -12.4% |
| 30D | -14.4% | +6.7% | -21.1% | -15.8% |
| 3M | -5.0% | -2.2% | -2.8% | -5.1% |
| 6M | +88.6% | +16.8% | +71.8% | +74.2% |
| YTD | +88.9% | +33.9% | +55.1% | +62.9% |
| 1Y | +62.2% | +43.9% | +18.3% | +32.1% |
| All | +62.2% | +45.2% | +17.1% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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