+3,722.6%
PANW vs WPM
+593.1%
+3,129.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.7% | +4.7% | +1.4% |
| 7D | +2.0% | -3.6% | +5.6% | +2.3% |
| 30D | -11.8% | +12.5% | -24.3% | -13.0% |
| 3M | +28.6% | +40.6% | -12.0% | +23.7% |
| 6M | +104.4% | +0.5% | +103.9% | +102.8% |
| YTD | +83.8% | +29.0% | +54.7% | +76.8% |
| 1Y | +71.5% | +43.8% | +27.7% | +62.7% |
| 3Y | +172.2% | +266.3% | -94.1% | +132.2% |
| 5Y | +332.2% | +255.1% | +77.1% | +266.0% |
| 10Y | +1,306.4% | +526.8% | +779.6% | +1,032.7% |
| All | +3,722.6% | +593.1% | +3,129.5% | +2,425.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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