+3,663.5%
PANW vs BUD
+40.8%
+3,622.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -10.3% | +0.3% | -10.6% | -10.4% |
| 30D | -8.1% | -5.7% | -2.4% | -6.7% |
| 3M | +19.3% | +3.1% | +16.2% | +18.0% |
| 6M | +110.2% | +7.9% | +102.3% | +104.2% |
| YTD | +80.9% | +27.3% | +53.6% | +67.0% |
| 1Y | +73.3% | +37.8% | +35.4% | +55.9% |
| 3Y | +174.6% | +49.8% | +124.8% | +136.5% |
| 5Y | +327.1% | +43.8% | +283.2% | +265.9% |
| 10Y | +1,277.3% | -22.6% | +1,299.9% | +1,258.7% |
| All | +3,663.5% | +40.8% | +3,622.7% | +3,168.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling