+334.1%
PANW vs SWKS
-52.0%
+386.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.6% |
| 7D | -6.9% | +11.8% | -18.8% | -10.3% |
| 30D | -7.4% | +6.7% | -14.1% | -9.4% |
| 3M | +26.5% | 0.0% | +26.5% | +25.4% |
| 6M | +104.2% | +38.7% | +65.4% | +78.7% |
| YTD | +82.9% | +21.4% | +61.6% | +66.0% |
| 1Y | +70.7% | +2.9% | +67.8% | +63.5% |
| 3Y | +170.9% | -16.4% | +187.4% | +159.8% |
| 5Y | +334.1% | -51.2% | +385.3% | +434.1% |
| All | +334.1% | -52.0% | +386.1% | +434.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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