+1,189.0%
PANW vs SW
+184.4%
+1,004.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.4% |
| 7D | -6.8% | +2.2% | -9.0% | -7.0% |
| 30D | -22.1% | +7.4% | -29.5% | -22.7% |
| 3M | -15.2% | -5.9% | -9.3% | -14.8% |
| 6M | +57.0% | +9.0% | +48.0% | +55.0% |
| YTD | +77.2% | +18.1% | +59.1% | +72.6% |
| 1Y | +50.7% | +28.7% | +22.1% | +45.4% |
| 3Y | +157.5% | +48.8% | +108.7% | +143.0% |
| 5Y | +292.3% | +2.5% | +289.8% | +273.8% |
| 10Y | +1,189.0% | +184.4% | +1,004.6% | +901.9% |
| All | +1,189.0% | +184.4% | +1,004.6% | +901.9% |
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