+73.3%
PANW vs WMB
+31.9%
+41.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -10.3% | +0.6% | -10.9% | -10.2% |
| 30D | -8.1% | +3.3% | -11.4% | -7.5% |
| 3M | +19.3% | +3.1% | +16.2% | +19.7% |
| 6M | +110.2% | -0.7% | +110.9% | +110.8% |
| YTD | +80.9% | +25.2% | +55.8% | +82.1% |
| 1Y | +73.3% | +32.9% | +40.4% | +79.0% |
| All | +73.3% | +31.9% | +41.4% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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