+3,684.3%
PANW vs WAT
+418.1%
+3,266.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.7% |
| 7D | +2.0% | -1.8% | +3.8% | +2.7% |
| 30D | -13.0% | -1.7% | -11.3% | -12.5% |
| 3M | +28.6% | +9.1% | +19.6% | +24.4% |
| 6M | +103.0% | +32.4% | +70.5% | +81.3% |
| YTD | +81.9% | +6.6% | +75.3% | +74.5% |
| 1Y | +69.6% | +34.7% | +34.9% | +47.8% |
| 3Y | +169.4% | +53.6% | +115.9% | +108.1% |
| 5Y | +331.0% | -4.1% | +335.1% | +303.9% |
| 10Y | +1,292.3% | +167.9% | +1,124.4% | +601.6% |
| All | +3,684.3% | +418.1% | +3,266.2% | +1,266.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling