+3,543.8%
PANW vs WM
+911.1%
+2,632.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.6% | -5.1% | -4.1% |
| 7D | +2.5% | +1.2% | +1.4% | +2.1% |
| 30D | -18.7% | +15.2% | -34.0% | -23.1% |
| 3M | -16.6% | +8.3% | -25.0% | -19.4% |
| 6M | +49.7% | +13.1% | +36.5% | +41.1% |
| YTD | +75.2% | +12.5% | +62.6% | +64.9% |
| 1Y | +53.6% | +21.8% | +31.8% | +39.7% |
| 3Y | +154.6% | +48.8% | +105.8% | +108.8% |
| 5Y | +275.8% | +62.1% | +213.7% | +193.2% |
| 10Y | +1,140.9% | +331.5% | +809.4% | +485.0% |
| All | +3,543.8% | +911.1% | +2,632.7% | +1,179.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling