+316.7%
PANW vs BWA
+87.2%
+229.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -2.6% |
| 7D | -0.8% | -1.3% | +0.5% | -0.5% |
| 30D | -14.6% | -2.9% | -11.6% | -14.1% |
| 3M | +18.3% | -10.7% | +29.0% | +20.7% |
| 6M | +100.5% | +26.5% | +74.0% | +89.3% |
| YTD | +79.5% | +49.1% | +30.4% | +60.9% |
| 1Y | +66.7% | +52.1% | +14.7% | +48.4% |
| 3Y | +161.2% | +72.6% | +88.7% | +119.6% |
| All | +316.7% | +87.2% | +229.5% | +215.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling