+62.2%
PANW vs WELL
+37.3%
+25.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | +0.3% |
| 7D | -11.8% | +9.2% | -20.9% | -9.3% |
| 30D | -14.4% | +10.6% | -25.1% | -11.6% |
| 3M | -5.0% | +7.5% | -12.5% | -2.7% |
| 6M | +88.6% | +15.0% | +73.5% | +99.8% |
| YTD | +88.9% | +35.0% | +53.9% | +103.5% |
| 1Y | +62.2% | +36.5% | +25.7% | +71.9% |
| All | +62.2% | +37.3% | +25.0% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling