+1,248.2%
PANW vs BTI
+73.8%
+1,174.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.4% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | -14.6% | -1.1% | -13.5% | -14.5% |
| 3M | +18.3% | -8.8% | +27.1% | +19.8% |
| 6M | +100.5% | -4.0% | +104.4% | +100.6% |
| YTD | +79.5% | +0.4% | +79.1% | +77.5% |
| 1Y | +66.7% | +1.9% | +64.8% | +64.1% |
| 3Y | +161.2% | +108.5% | +52.7% | +115.0% |
| 5Y | +322.2% | +118.5% | +203.7% | +239.3% |
| All | +1,248.2% | +73.8% | +1,174.4% | +974.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling