+62.2%
PANW vs WMB
+22.7%
+39.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.4% | +5.7% | -1.1% |
| 7D | -11.8% | -8.6% | -3.1% | -12.4% |
| 30D | -14.4% | -4.2% | -10.3% | -14.3% |
| 3M | -5.0% | -4.4% | -0.6% | -4.7% |
| 6M | +88.6% | -8.7% | +97.3% | +88.0% |
| YTD | +88.9% | +15.4% | +73.6% | +86.3% |
| 1Y | +62.2% | +23.7% | +38.5% | +54.2% |
| All | +62.2% | +22.7% | +39.6% | +54.2% |
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