+316.7%
PANW vs HWM
+638.1%
-321.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.1% | -2.6% |
| 7D | -0.8% | -11.4% | +10.7% | +3.1% |
| 30D | -14.6% | -18.5% | +3.9% | -8.8% |
| 3M | +18.3% | -13.2% | +31.5% | +23.2% |
| 6M | +100.5% | -8.7% | +109.2% | +103.1% |
| YTD | +79.5% | +12.2% | +67.3% | +66.1% |
| 1Y | +66.7% | +24.9% | +41.8% | +47.0% |
| 3Y | +161.2% | +383.9% | -222.7% | +28.8% |
| All | +316.7% | +638.1% | -321.4% | +71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling