+3,634.0%
PANW vs BNY
+972.3%
+2,661.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.0% |
| 6M | +100.5% | +40.0% | +60.5% | +72.6% |
| YTD | +79.5% | +42.0% | +37.5% | +53.2% |
| 1Y | +66.7% | +56.9% | +9.9% | +36.0% |
| 3Y | +161.2% | +289.9% | -128.6% | +42.9% |
| 5Y | +322.2% | +259.2% | +63.0% | +134.0% |
| 10Y | +1,273.8% | +413.3% | +860.5% | +473.1% |
| All | +3,634.0% | +972.3% | +2,661.8% | +1,027.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling