+273.2%
PANW vs IWD
+72.9%
+200.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.4% |
| 7D | +2.7% | +2.3% | +0.4% | +0.4% |
| 30D | -14.1% | +3.6% | -17.7% | -17.0% |
| 3M | -18.6% | +2.2% | -20.8% | -20.5% |
| 6M | +41.5% | +13.0% | +28.5% | +24.4% |
| YTD | +74.9% | +26.5% | +48.4% | +35.4% |
| 1Y | +57.4% | +30.1% | +27.2% | +18.0% |
| 3Y | +152.1% | +84.9% | +67.2% | +27.9% |
| All | +273.2% | +72.9% | +200.3% | +104.3% |
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