+316.7%
PANW vs WU
-51.3%
+368.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +17.8% |
| 6M | +100.5% | -25.4% | +125.8% | +109.8% |
| YTD | +79.5% | -21.2% | +100.7% | +85.5% |
| 1Y | +66.7% | -8.9% | +75.6% | +66.9% |
| 3Y | +161.2% | -29.0% | +190.2% | +170.0% |
| All | +316.7% | -51.3% | +368.0% | +350.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling