+1,217.1%
PANW vs HWM
+1,494.1%
-276.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | -10.3% | -2.1% | -8.2% | -10.0% |
| 30D | -8.1% | -11.0% | +2.9% | -5.6% |
| 3M | +19.3% | +4.0% | +15.3% | +17.7% |
| 6M | +110.2% | -0.2% | +110.4% | +108.4% |
| YTD | +80.9% | +26.7% | +54.3% | +67.9% |
| 1Y | +73.3% | +44.7% | +28.5% | +55.0% |
| 3Y | +174.6% | +426.1% | -251.5% | +76.6% |
| 5Y | +327.1% | +738.5% | -411.4% | +145.3% |
| All | +1,217.1% | +1,494.1% | -276.9% | +483.3% |
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