+3,684.3%
PANW vs BWA
+176.6%
+3,507.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | -0.2% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | -13.0% | -5.6% | -7.4% | -11.8% |
| 3M | +28.6% | -10.7% | +39.3% | +32.1% |
| 6M | +103.0% | +23.2% | +79.8% | +89.4% |
| YTD | +81.9% | +46.0% | +35.9% | +59.4% |
| 1Y | +69.6% | +51.2% | +18.5% | +46.8% |
| 3Y | +169.4% | +69.6% | +99.9% | +118.8% |
| 5Y | +331.0% | +86.6% | +244.4% | +230.5% |
| 10Y | +1,292.3% | +152.3% | +1,140.0% | +753.7% |
| All | +3,684.3% | +176.6% | +3,507.7% | +2,328.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling