+316.7%
PANW vs IWD
+74.6%
+242.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -3.2% |
| 7D | -0.8% | -0.8% | 0.0% | 0.0% |
| 30D | -14.6% | -0.8% | -13.7% | -13.9% |
| 3M | +18.3% | +6.9% | +11.4% | +10.2% |
| 6M | +100.5% | +18.3% | +82.2% | +67.7% |
| YTD | +79.5% | +22.4% | +57.2% | +44.3% |
| 1Y | +66.7% | +27.4% | +39.3% | +28.3% |
| 3Y | +161.2% | +71.2% | +90.1% | +46.0% |
| All | +316.7% | +74.6% | +242.0% | +133.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling