+161.2%
PANW vs WU
-28.7%
+190.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.4% |
| 7D | -0.8% | -3.5% | +2.7% | -0.2% |
| 30D | -14.6% | -2.9% | -11.6% | -14.2% |
| 3M | +18.3% | -2.3% | +20.5% | +17.7% |
| 6M | +100.5% | -25.4% | +125.8% | +109.2% |
| YTD | +79.5% | -21.2% | +100.7% | +84.9% |
| 1Y | +66.7% | -8.9% | +75.6% | +66.3% |
| 3Y | +161.2% | -29.0% | +190.2% | +168.4% |
| All | +161.2% | -28.7% | +190.0% | +168.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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