+62.2%
PANW vs HWM
+5.4%
+56.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.7% | -0.7% |
| 7D | -11.8% | +9.4% | -21.2% | -11.5% |
| 30D | -14.4% | -7.0% | -7.5% | -13.8% |
| 3M | -5.0% | -25.9% | +20.9% | -3.0% |
| 6M | +88.6% | -10.8% | +99.4% | +91.8% |
| YTD | +88.9% | +4.3% | +84.6% | +83.0% |
| 1Y | +62.2% | +4.4% | +57.9% | +60.8% |
| All | +62.2% | +5.4% | +56.9% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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