+62.2%
PANW vs WM
+21.9%
+40.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.1% |
| 7D | -11.8% | +5.9% | -17.7% | -10.2% |
| 30D | -14.4% | +15.4% | -29.8% | -10.4% |
| 3M | -5.0% | +6.3% | -11.3% | -2.8% |
| 6M | +88.6% | +5.6% | +83.0% | +95.3% |
| YTD | +88.9% | +9.9% | +79.0% | +98.1% |
| 1Y | +62.2% | +20.8% | +41.4% | +69.6% |
| All | +62.2% | +21.9% | +40.3% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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