+3,684.3%
PANW vs WCC
+558.5%
+3,125.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | +2.0% | +6.8% | -4.8% | +0.3% |
| 30D | -13.0% | -3.0% | -10.0% | -12.4% |
| 3M | +28.6% | +0.2% | +28.4% | +27.8% |
| 6M | +103.0% | +33.2% | +69.8% | +85.1% |
| YTD | +81.9% | +45.8% | +36.1% | +60.8% |
| 1Y | +69.6% | +68.4% | +1.2% | +43.4% |
| 3Y | +169.4% | +131.1% | +38.3% | +100.1% |
| 5Y | +331.0% | +225.6% | +105.4% | +180.6% |
| 10Y | +1,292.3% | +534.2% | +758.1% | +557.4% |
| All | +3,684.3% | +558.5% | +3,125.8% | +1,913.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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