+1,248.2%
PANW vs BRKR
+155.3%
+1,092.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -0.8% | -8.7% | +7.9% | +1.6% |
| 30D | -14.6% | -9.9% | -4.7% | -12.4% |
| 3M | +18.3% | -3.1% | +21.4% | +16.8% |
| 6M | +100.5% | +45.5% | +55.0% | +73.7% |
| YTD | +79.5% | +13.7% | +65.8% | +65.9% |
| 1Y | +66.7% | +67.4% | -0.7% | +35.1% |
| 3Y | +161.2% | -13.2% | +174.5% | +143.3% |
| 5Y | +322.2% | -39.5% | +361.7% | +337.7% |
| All | +1,248.2% | +155.3% | +1,092.9% | +778.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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