+161.2%
PANW vs WMB
+139.6%
+21.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.4% |
| 7D | -0.8% | -1.0% | +0.3% | -0.6% |
| 30D | -14.6% | -0.4% | -14.1% | -14.5% |
| 3M | +18.3% | +3.2% | +15.1% | +17.1% |
| 6M | +100.5% | +0.1% | +100.4% | +99.3% |
| YTD | +79.5% | +23.9% | +55.6% | +67.4% |
| 1Y | +66.7% | +27.6% | +39.1% | +53.3% |
| 3Y | +161.2% | +141.9% | +19.3% | +124.7% |
| All | +161.2% | +139.6% | +21.7% | +124.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling