+167.4%
PANW vs BUD
+43.8%
+123.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | +2.0% | -3.2% | +5.2% | +2.0% |
| 30D | -11.8% | -3.7% | -8.1% | -11.8% |
| 3M | +28.6% | -4.4% | +33.0% | +28.5% |
| 6M | +104.4% | +7.7% | +96.7% | +102.5% |
| YTD | +83.8% | +23.1% | +60.7% | +78.9% |
| 1Y | +71.5% | +33.6% | +37.9% | +65.0% |
| All | +167.4% | +43.8% | +123.6% | +145.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling