+1,248.2%
PANW vs BUD
-22.3%
+1,270.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.1% | -2.5% |
| 7D | -0.8% | -2.6% | +1.9% | -0.2% |
| 30D | -14.6% | -1.2% | -13.4% | -14.3% |
| 3M | +18.3% | -4.9% | +23.2% | +19.3% |
| 6M | +100.5% | +9.3% | +91.2% | +94.9% |
| YTD | +79.5% | +24.0% | +55.5% | +68.5% |
| 1Y | +66.7% | +34.5% | +32.2% | +52.9% |
| 3Y | +161.2% | +43.7% | +117.6% | +131.9% |
| 5Y | +322.2% | +46.0% | +276.2% | +267.2% |
| All | +1,248.2% | -22.3% | +1,270.5% | +1,088.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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