+73.3%
PANW vs WAT
+41.4%
+31.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.5% |
| 7D | -10.3% | -1.3% | -9.0% | -10.2% |
| 30D | -8.1% | +2.3% | -10.5% | -8.2% |
| 3M | +19.3% | +8.7% | +10.6% | +18.6% |
| 6M | +110.2% | +28.3% | +81.9% | +106.4% |
| YTD | +80.9% | +7.8% | +73.1% | +78.4% |
| 1Y | +73.3% | +36.6% | +36.7% | +62.7% |
| All | +73.3% | +41.4% | +31.8% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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