+1,155.2%
PANW vs WM
+327.3%
+827.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | -6.8% | +1.2% | -8.0% | -7.2% |
| 30D | -22.1% | +13.7% | -35.7% | -25.6% |
| 3M | -15.2% | +5.2% | -20.5% | -17.0% |
| 6M | +57.0% | +11.2% | +45.8% | +49.6% |
| YTD | +77.2% | +9.4% | +67.8% | +69.3% |
| 1Y | +50.7% | +20.4% | +30.3% | +38.5% |
| 3Y | +157.5% | +44.7% | +112.8% | +116.2% |
| 5Y | +292.3% | +58.5% | +233.8% | +213.3% |
| All | +1,155.2% | +327.3% | +827.9% | +564.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling