+3,634.0%
PANW vs BX
+1,918.6%
+1,715.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.8% | -3.3% |
| 7D | -0.8% | -5.6% | +4.8% | +1.5% |
| 30D | -14.6% | -12.2% | -2.3% | -9.9% |
| 3M | +18.3% | +7.4% | +10.9% | +14.5% |
| 6M | +100.5% | +22.2% | +78.3% | +82.7% |
| YTD | +79.5% | -14.0% | +93.5% | +88.1% |
| 1Y | +66.7% | -27.3% | +94.0% | +86.7% |
| 3Y | +161.2% | +24.5% | +136.7% | +125.1% |
| 5Y | +322.2% | +18.9% | +303.3% | +253.2% |
| 10Y | +1,273.8% | +665.4% | +608.4% | +410.5% |
| All | +3,634.0% | +1,918.6% | +1,715.5% | +1,086.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling