+316.7%
PANW vs BNY
+256.6%
+60.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.4% | -2.3% |
| 7D | -0.8% | -1.3% | +0.5% | -0.2% |
| 30D | -14.6% | -0.2% | -14.4% | -14.6% |
| 3M | +18.3% | +14.9% | +3.4% | +10.5% |
| 6M | +100.5% | +40.0% | +60.5% | +70.4% |
| YTD | +79.5% | +42.0% | +37.5% | +51.2% |
| 1Y | +66.7% | +56.9% | +9.9% | +33.6% |
| 3Y | +161.2% | +289.9% | -128.6% | +36.6% |
| All | +316.7% | +256.6% | +60.1% | +124.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling