+170.9%
PANW vs WM
+44.2%
+126.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | -6.9% | -0.9% | -6.0% | -6.9% |
| 30D | -7.4% | -4.3% | -3.0% | -7.1% |
| 3M | +26.5% | +0.8% | +25.8% | +25.5% |
| 6M | +104.2% | -10.8% | +114.9% | +108.1% |
| YTD | +82.9% | -0.1% | +83.0% | +81.7% |
| 1Y | +70.7% | +1.0% | +69.7% | +69.1% |
| 3Y | +170.9% | +45.1% | +125.9% | +175.4% |
| All | +170.9% | +44.2% | +126.8% | +175.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling