+69.6%
PANW vs SWK
+22.8%
+46.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.3% |
| 7D | +2.0% | -4.6% | +6.6% | +2.5% |
| 30D | -13.0% | -9.9% | -3.1% | -12.0% |
| 3M | +28.6% | +15.4% | +13.2% | +27.4% |
| 6M | +103.0% | +25.0% | +78.0% | +99.1% |
| YTD | +81.9% | +27.2% | +54.7% | +78.0% |
| 1Y | +69.6% | +24.6% | +45.0% | +68.2% |
| All | +69.6% | +22.8% | +46.8% | +68.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling