+56.5%
PANW vs WM
+12.5%
+44.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +3.2% |
| 7D | -3.9% | +0.8% | -4.7% | -3.4% |
| 30D | -17.2% | +13.8% | -31.0% | -9.3% |
| 3M | -12.9% | +6.4% | -19.2% | -9.3% |
| 6M | +56.5% | +13.2% | +43.3% | +77.0% |
| All | +56.5% | +12.5% | +44.0% | +77.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling