+161.2%
PANW vs RDW
+241.5%
-80.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -2.1% |
| 7D | -0.8% | +0.9% | -1.6% | -0.9% |
| 30D | -14.6% | -21.3% | +6.7% | -12.6% |
| 3M | +18.3% | -37.9% | +56.1% | +22.6% |
| 6M | +100.5% | +12.3% | +88.2% | +92.2% |
| YTD | +79.5% | +39.7% | +39.8% | +65.2% |
| 1Y | +66.7% | +25.7% | +41.0% | +52.7% |
| 3Y | +161.2% | +230.8% | -69.6% | +106.3% |
| All | +161.2% | +241.5% | -80.2% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 3y: compounded portfolio wealth divided by compounded RDW 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…
3y analysis · Full analysis span regression · 6 months rolling