+316.7%
PANW vs WAT
-3.5%
+320.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.7% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | -14.6% | -1.9% | -12.7% | -14.2% |
| 3M | +18.3% | +13.5% | +4.8% | +14.8% |
| 6M | +100.5% | +37.2% | +63.2% | +85.3% |
| YTD | +79.5% | +7.5% | +72.0% | +74.9% |
| 1Y | +66.7% | +35.0% | +31.7% | +52.5% |
| 3Y | +161.2% | +55.1% | +106.2% | +118.9% |
| All | +316.7% | -3.5% | +320.2% | +312.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling