Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PANW vs STLA✓SelectedUSD · STLAPANW vs STLA performance historyLatest closeAs of-2.32%09/11
Stock and ETF performance explorer

PANW vs STLA

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,248.2%
STLA return
+55.1%
Excess return
+1,193.1%
Maximum drawdown
-48.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioSTLAExcessAlpha
1D-2.3%+2.3%-4.6%-2.9%
7D-0.8%-2.9%+2.1%-0.1%
30D-14.6%+0.9%-15.5%-14.9%
3M+18.3%-21.6%+39.9%+24.9%
6M+100.5%-21.6%+122.1%+110.0%
YTD+79.5%-50.4%+129.9%+107.6%
1Y+66.7%-43.6%+110.3%+85.0%
3Y+161.2%-66.4%+227.6%+217.4%
5Y+322.2%-62.3%+384.5%+381.0%
All+1,248.2%+55.1%+1,193.1%+962.9%

Cumulative growth

Daily Returns

Daily percentage return beside STLA.

Daily Out/Under-Performance

Portfolio return minus STLA return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × STLA 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 10y: compounded portfolio wealth divided by compounded STLA 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…

10y analysis · Full analysis span regression · 6 months rolling