+1,279.3%
PANW vs SW
+147.8%
+1,131.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -10.3% | -5.1% | -5.2% | -9.9% |
| 30D | -8.1% | -4.6% | -3.5% | -7.7% |
| 3M | +19.3% | +9.4% | +10.0% | +18.0% |
| 6M | +110.2% | +3.5% | +106.7% | +108.3% |
| YTD | +80.9% | +22.0% | +58.9% | +75.9% |
| 1Y | +73.3% | +2.2% | +71.0% | +71.3% |
| 3Y | +174.6% | +19.6% | +155.0% | +164.4% |
| 5Y | +327.1% | -2.3% | +329.4% | +309.5% |
| All | +1,279.3% | +147.8% | +1,131.5% | +1,062.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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