+3,663.5%
PANW vs SWKS
+231.4%
+3,432.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | -0.8% |
| 7D | -10.3% | +12.5% | -22.8% | -14.1% |
| 30D | -8.1% | +10.5% | -18.6% | -11.5% |
| 3M | +19.3% | -7.4% | +26.7% | +21.0% |
| 6M | +110.2% | +32.7% | +77.5% | +84.9% |
| YTD | +80.9% | +19.2% | +61.8% | +63.7% |
| 1Y | +73.3% | +2.4% | +70.9% | +64.8% |
| 3Y | +174.6% | -25.6% | +200.2% | +176.3% |
| 5Y | +327.1% | -53.4% | +380.5% | +399.4% |
| 10Y | +1,277.3% | +23.2% | +1,254.1% | +950.5% |
| All | +3,663.5% | +231.4% | +3,432.1% | +2,104.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling