+1,148.5%
PANW vs SWK
+32.9%
+1,115.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.8% | +2.6% | +4.7% |
| 7D | -5.9% | +10.7% | -16.6% | -8.6% |
| 30D | -21.0% | +33.3% | -54.3% | -27.2% |
| 3M | -9.1% | +14.7% | -23.7% | -12.9% |
| 6M | +59.2% | +48.5% | +10.7% | +41.6% |
| YTD | +79.6% | +63.9% | +15.7% | +53.7% |
| 1Y | +55.9% | +80.4% | -24.5% | +29.4% |
| 3Y | +172.8% | +58.1% | +114.7% | +124.6% |
| 5Y | +287.5% | -24.5% | +312.0% | +291.7% |
| 10Y | +1,148.5% | +29.5% | +1,119.0% | +936.2% |
| All | +1,148.5% | +32.9% | +1,115.6% | +936.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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