+62.2%
PANW vs BX
-8.3%
+70.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.9% | -2.4% |
| 7D | -11.8% | +8.3% | -20.1% | -13.9% |
| 30D | -14.4% | +13.5% | -28.0% | -17.9% |
| 3M | -5.0% | -7.6% | +2.6% | -2.4% |
| 6M | +88.6% | +4.0% | +84.5% | +85.7% |
| YTD | +88.9% | -15.2% | +104.1% | +89.1% |
| 1Y | +62.2% | -8.5% | +70.7% | +56.7% |
| All | +62.2% | -8.3% | +70.6% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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