+66.7%
PANW vs SHW
-9.0%
+75.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.2% | -2.3% |
| 7D | -0.8% | -3.1% | +2.3% | -0.7% |
| 30D | -14.6% | -10.0% | -4.5% | -14.3% |
| 3M | +18.3% | +2.3% | +16.0% | +19.2% |
| 6M | +100.5% | +0.7% | +99.8% | +100.9% |
| YTD | +79.5% | +0.5% | +79.0% | +78.1% |
| 1Y | +66.7% | -11.5% | +78.2% | +64.6% |
| All | +66.7% | -9.0% | +75.7% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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