+152.1%
PANW vs SW
+40.1%
+112.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | +2.7% | -2.9% | +5.6% | +3.0% |
| 30D | -14.1% | +5.0% | -19.1% | -14.6% |
| 3M | -18.6% | -13.7% | -5.0% | -17.3% |
| 6M | +41.5% | +8.0% | +33.4% | +39.4% |
| YTD | +74.9% | +14.0% | +61.0% | +69.5% |
| 1Y | +57.4% | +25.6% | +31.7% | +50.0% |
| 3Y | +152.1% | +40.1% | +112.0% | +148.4% |
| All | +152.1% | +40.1% | +112.0% | +148.4% |
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