+1,248.2%
PANW vs WELL
+356.7%
+891.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -14.6% | +2.3% | -16.9% | -15.0% |
| 3M | +18.3% | +12.3% | +6.0% | +15.4% |
| 6M | +100.5% | +15.6% | +84.9% | +93.5% |
| YTD | +79.5% | +28.3% | +51.2% | +69.3% |
| 1Y | +66.7% | +41.9% | +24.8% | +53.6% |
| 3Y | +161.2% | +198.3% | -37.1% | +104.3% |
| 5Y | +322.2% | +206.4% | +115.8% | +224.3% |
| All | +1,248.2% | +356.7% | +891.5% | +847.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling