+1,173.6%
PANW vs HWM
+1,258.6%
-85.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | +2.7% | +7.3% | -4.6% | +1.0% |
| 30D | -14.1% | +1.6% | -15.7% | -14.7% |
| 3M | -18.6% | -21.9% | +3.2% | -14.2% |
| 6M | +41.5% | -19.0% | +60.5% | +47.5% |
| YTD | +74.9% | +7.9% | +67.0% | +67.8% |
| 1Y | +57.4% | +9.9% | +47.4% | +50.1% |
| 3Y | +152.1% | +342.1% | -190.0% | +68.3% |
| 5Y | +275.3% | +600.8% | -325.5% | +124.1% |
| 10Y | +1,139.3% | +1,493.8% | -354.5% | +468.4% |
| All | +1,173.6% | +1,258.6% | -85.0% | +482.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling