+167.4%
PANW vs WAT
+52.2%
+115.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.1% |
| 7D | +2.0% | -2.9% | +4.9% | +2.4% |
| 30D | -11.8% | -3.2% | -8.6% | -11.3% |
| 3M | +28.6% | +10.6% | +18.0% | +26.7% |
| 6M | +104.4% | +34.0% | +70.4% | +95.2% |
| YTD | +83.8% | +5.7% | +78.0% | +81.3% |
| 1Y | +71.5% | +37.1% | +34.5% | +61.1% |
| All | +167.4% | +52.2% | +115.3% | +151.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling