+3,663.5%
PANW vs IWD
+411.9%
+3,251.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.0% |
| 7D | -10.3% | -0.3% | -10.0% | -10.1% |
| 30D | -8.1% | +0.6% | -8.7% | -8.7% |
| 3M | +19.3% | +7.2% | +12.1% | +12.0% |
| 6M | +110.2% | +16.2% | +94.0% | +83.0% |
| YTD | +80.9% | +23.3% | +57.6% | +48.9% |
| 1Y | +73.3% | +29.6% | +43.7% | +36.4% |
| 3Y | +174.6% | +70.5% | +104.1% | +69.2% |
| 5Y | +327.1% | +73.5% | +253.6% | +160.8% |
| 10Y | +1,277.3% | +198.3% | +1,079.0% | +393.6% |
| All | +3,663.5% | +411.9% | +3,251.6% | +814.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling