+3,444.2%
PANW vs SWK
+154.7%
+3,289.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -14.2% | +11.0% | -25.3% | -17.1% |
| 30D | -22.6% | +30.1% | -52.7% | -28.9% |
| 3M | -12.7% | +14.7% | -27.4% | -16.8% |
| 6M | +70.9% | +44.5% | +26.4% | +51.0% |
| YTD | +70.4% | +59.4% | +11.0% | +44.2% |
| 1Y | +48.5% | +77.5% | -29.0% | +21.1% |
| 3Y | +164.8% | +49.5% | +115.4% | +117.0% |
| 5Y | +281.4% | -24.9% | +306.2% | +286.2% |
| 10Y | +1,172.3% | +31.8% | +1,140.6% | +813.4% |
| All | +3,444.2% | +154.7% | +3,289.5% | +1,935.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling