+164.8%
PANW vs HWM
+389.8%
-225.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.7% |
| 7D | +2.0% | -8.0% | +10.1% | +4.2% |
| 30D | -13.0% | -18.0% | +5.0% | -8.1% |
| 3M | +28.6% | -9.5% | +38.1% | +31.4% |
| 6M | +103.0% | -8.4% | +111.4% | +105.2% |
| YTD | +81.9% | +13.6% | +68.3% | +68.4% |
| 1Y | +69.6% | +30.2% | +39.4% | +48.3% |
| All | +164.8% | +389.8% | -225.0% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling