+161.2%
PANW vs WBD
+145.7%
+15.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | -0.8% | -0.7% | 0.0% | -0.7% |
| 30D | -14.6% | +1.4% | -16.0% | -14.7% |
| 3M | +18.3% | +4.4% | +13.9% | +17.5% |
| 6M | +100.5% | +0.8% | +99.7% | +100.2% |
| YTD | +79.5% | -2.7% | +82.2% | +80.1% |
| 1Y | +66.7% | +73.4% | -6.7% | +53.1% |
| 3Y | +161.2% | +142.1% | +19.1% | +118.5% |
| All | +161.2% | +145.7% | +15.5% | +118.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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