+167.4%
PANW vs WEC
+39.2%
+128.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +0.9% |
| 7D | +2.0% | -1.3% | +3.2% | +1.7% |
| 30D | -11.8% | -0.4% | -11.4% | -11.8% |
| 3M | +28.6% | -6.8% | +35.4% | +27.0% |
| 6M | +104.4% | -6.4% | +110.8% | +102.5% |
| YTD | +83.8% | +2.5% | +81.3% | +84.3% |
| 1Y | +71.5% | -0.4% | +71.9% | +71.5% |
| All | +167.4% | +39.2% | +128.2% | +195.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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