+3,705.5%
PANW vs WMB
+413.2%
+3,292.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.1% | +0.6% |
| 7D | -6.9% | +0.8% | -7.7% | -7.1% |
| 30D | -7.4% | +7.7% | -15.1% | -9.1% |
| 3M | +26.5% | +6.7% | +19.8% | +24.2% |
| 6M | +104.2% | +3.6% | +100.5% | +101.3% |
| YTD | +82.9% | +28.0% | +54.9% | +70.9% |
| 1Y | +70.7% | +37.6% | +33.1% | +56.3% |
| 3Y | +170.9% | +149.0% | +21.9% | +113.6% |
| 5Y | +334.1% | +285.3% | +48.8% | +206.3% |
| 10Y | +1,275.6% | +302.1% | +973.5% | +800.7% |
| All | +3,705.5% | +413.2% | +3,292.3% | +2,150.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling