+172.0%
PANW vs SW
+19.6%
+152.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.2% |
| 7D | -10.3% | -5.1% | -5.2% | -9.7% |
| 30D | -8.1% | -4.6% | -3.5% | -7.6% |
| 3M | +19.3% | +9.4% | +10.0% | +17.5% |
| 6M | +110.2% | +3.5% | +106.7% | +107.8% |
| YTD | +80.9% | +22.0% | +58.9% | +73.8% |
| 1Y | +73.3% | +2.2% | +71.0% | +70.7% |
| All | +172.0% | +19.6% | +152.4% | +159.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling