+69.6%
PANW vs WM
+0.5%
+69.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.7% |
| 7D | +2.0% | -1.2% | +3.2% | +1.6% |
| 30D | -13.0% | -4.5% | -8.5% | -14.0% |
| 3M | +28.6% | -2.2% | +30.8% | +27.6% |
| 6M | +103.0% | -11.5% | +114.4% | +104.0% |
| YTD | +81.9% | -0.7% | +82.6% | +84.0% |
| 1Y | +69.6% | +0.3% | +69.3% | +70.7% |
| All | +69.6% | +0.5% | +69.1% | +70.7% |
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