+161.7%
PANW vs SW
+44.2%
+117.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.6% |
| 7D | -3.9% | -2.6% | -1.3% | -3.6% |
| 30D | -17.2% | +7.2% | -24.4% | -17.9% |
| 3M | -12.9% | -10.5% | -2.4% | -11.8% |
| 6M | +56.5% | +9.9% | +46.7% | +53.9% |
| YTD | +81.6% | +17.2% | +64.3% | +75.4% |
| 1Y | +53.2% | +26.5% | +26.7% | +46.0% |
| All | +161.7% | +44.2% | +117.5% | +157.0% |
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