+152.1%
PANW vs HWM
+348.7%
-196.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | +2.7% | +7.3% | -4.6% | +0.9% |
| 30D | -14.1% | +1.6% | -15.7% | -14.6% |
| 3M | -18.6% | -21.9% | +3.2% | -13.3% |
| 6M | +41.5% | -19.0% | +60.5% | +48.7% |
| YTD | +74.9% | +7.9% | +67.0% | +63.8% |
| 1Y | +57.4% | +9.9% | +47.4% | +46.2% |
| 3Y | +152.1% | +342.1% | -190.0% | +55.7% |
| All | +152.1% | +348.7% | -196.6% | +55.7% |
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