+332.2%
PANW vs WELL
+207.6%
+124.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +2.0% | -2.2% | +4.2% | +2.4% |
| 30D | -11.8% | +4.7% | -16.5% | -12.6% |
| 3M | +28.6% | +11.9% | +16.7% | +25.4% |
| 6M | +104.4% | +14.3% | +90.1% | +97.6% |
| YTD | +83.8% | +28.4% | +55.4% | +72.2% |
| 1Y | +71.5% | +42.3% | +29.2% | +55.9% |
| 3Y | +172.2% | +202.6% | -30.4% | +100.1% |
| 5Y | +332.2% | +206.5% | +125.7% | +211.2% |
| All | +332.2% | +207.6% | +124.6% | +211.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling