+3,705.5%
PANW vs WEC
+316.9%
+3,388.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | +0.1% | +1.0% |
| 7D | -6.9% | +0.8% | -7.7% | -7.0% |
| 30D | -7.4% | +0.3% | -7.7% | -7.4% |
| 3M | +26.5% | -2.9% | +29.5% | +26.7% |
| 6M | +104.2% | -5.9% | +110.1% | +105.0% |
| YTD | +82.9% | +4.1% | +78.8% | +81.8% |
| 1Y | +70.7% | +3.1% | +67.6% | +69.7% |
| 3Y | +170.9% | +40.8% | +130.2% | +159.4% |
| 5Y | +334.1% | +31.7% | +302.4% | +316.9% |
| 10Y | +1,275.6% | +141.1% | +1,134.5% | +1,115.7% |
| All | +3,705.5% | +316.9% | +3,388.7% | +2,532.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling