+264.0%
PANW vs SW
-2.6%
+266.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.2% |
| 7D | -14.2% | +2.3% | -16.5% | -14.4% |
| 30D | -22.6% | +6.8% | -29.4% | -23.1% |
| 3M | -12.7% | -5.2% | -7.5% | -12.4% |
| 6M | +70.9% | +7.4% | +63.4% | +69.1% |
| YTD | +70.4% | +17.4% | +53.0% | +66.5% |
| 1Y | +48.5% | +27.1% | +21.4% | +43.8% |
| 3Y | +164.8% | +47.9% | +117.0% | +154.6% |
| All | +264.0% | -2.6% | +266.6% | +242.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling