+3,684.3%
PANW vs WAB
+689.6%
+2,994.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.1% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | -13.0% | -4.6% | -8.4% | -11.5% |
| 3M | +28.6% | +5.6% | +23.0% | +25.3% |
| 6M | +103.0% | +13.8% | +89.2% | +91.2% |
| YTD | +81.9% | +31.9% | +50.1% | +61.4% |
| 1Y | +69.6% | +48.3% | +21.4% | +43.6% |
| 3Y | +169.4% | +167.1% | +2.3% | +82.1% |
| 5Y | +331.0% | +222.9% | +108.1% | +169.0% |
| 10Y | +1,292.3% | +289.9% | +1,002.4% | +604.0% |
| All | +3,684.3% | +689.6% | +2,994.7% | +1,117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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