+3,684.3%
PANW vs WU
-15.9%
+3,700.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +2.0% | -4.9% | +6.9% | +3.4% |
| 30D | -13.0% | -1.3% | -11.7% | -12.8% |
| 3M | +28.6% | -3.6% | +32.2% | +28.5% |
| 6M | +103.0% | -24.3% | +127.3% | +116.3% |
| YTD | +81.9% | -21.1% | +103.0% | +91.0% |
| 1Y | +69.6% | -10.3% | +79.9% | +70.9% |
| 3Y | +169.4% | -28.4% | +197.8% | +184.0% |
| 5Y | +331.0% | -51.2% | +382.2% | +399.4% |
| 10Y | +1,292.3% | -39.6% | +1,331.9% | +1,342.3% |
| All | +3,684.3% | -15.9% | +3,700.2% | +3,532.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling