+73.3%
PANW vs BWA
+59.1%
+14.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.3% |
| 7D | -10.3% | +5.7% | -16.0% | -10.5% |
| 30D | -8.1% | +1.4% | -9.5% | -8.1% |
| 3M | +19.3% | -12.1% | +31.4% | +19.7% |
| 6M | +110.2% | +28.6% | +81.6% | +108.6% |
| YTD | +80.9% | +51.1% | +29.8% | +73.3% |
| 1Y | +73.3% | +55.9% | +17.4% | +65.1% |
| All | +73.3% | +59.1% | +14.2% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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