+62.2%
PANW vs IWD
+33.0%
+29.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.6% |
| 7D | -11.8% | +2.5% | -14.3% | -12.6% |
| 30D | -14.4% | +6.0% | -20.4% | -16.5% |
| 3M | -5.0% | +3.8% | -8.8% | -6.5% |
| 6M | +88.6% | +16.3% | +72.2% | +74.8% |
| YTD | +88.9% | +27.5% | +61.5% | +61.8% |
| 1Y | +62.2% | +32.8% | +29.4% | +30.4% |
| All | +62.2% | +33.0% | +29.2% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling