+3,722.6%
PANW vs WBD
+8.3%
+3,714.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.8% |
| 7D | +2.0% | -0.6% | +2.6% | +2.1% |
| 30D | -11.8% | +4.2% | -16.0% | -12.5% |
| 3M | +28.6% | +7.5% | +21.1% | +26.9% |
| 6M | +104.4% | +1.6% | +102.8% | +103.8% |
| YTD | +83.8% | -2.2% | +85.9% | +84.4% |
| 1Y | +71.5% | +124.9% | -53.3% | +45.9% |
| 3Y | +172.2% | +149.1% | +23.0% | +117.8% |
| 5Y | +332.2% | +7.8% | +324.4% | +284.7% |
| 10Y | +1,306.4% | +14.9% | +1,291.5% | +965.3% |
| All | +3,722.6% | +8.3% | +3,714.3% | +2,775.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling