+62.2%
PANW vs BWA
+17.4%
+44.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.6% |
| 7D | -11.8% | -9.9% | -1.9% | -11.6% |
| 30D | -14.4% | -16.4% | +1.9% | -14.2% |
| 3M | -5.0% | -19.8% | +14.8% | -4.8% |
| 6M | +88.6% | -10.0% | +98.5% | +88.8% |
| YTD | +88.9% | +12.7% | +76.2% | +81.4% |
| 1Y | +62.2% | +15.7% | +46.6% | +54.8% |
| All | +62.2% | +17.4% | +44.9% | +54.8% |
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