+62.2%
PANW vs BTI
+24.7%
+37.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.4% | -4.0% | +0.2% |
| 7D | -11.8% | +5.3% | -17.1% | -10.7% |
| 30D | -14.4% | +19.1% | -33.5% | -11.4% |
| 3M | -5.0% | +6.5% | -11.5% | -3.7% |
| 6M | +88.6% | +9.4% | +79.2% | +93.0% |
| YTD | +88.9% | +14.4% | +74.5% | +94.7% |
| 1Y | +62.2% | +23.9% | +38.4% | +60.1% |
| All | +62.2% | +24.7% | +37.6% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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