+316.7%
PANW vs WWD
+184.1%
+132.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -2.7% |
| 7D | -0.8% | -2.6% | +1.8% | -0.1% |
| 30D | -14.6% | -6.9% | -7.6% | -13.0% |
| 3M | +18.3% | -13.0% | +31.3% | +22.1% |
| 6M | +100.5% | -12.5% | +112.9% | +104.6% |
| YTD | +79.5% | +11.8% | +67.7% | +66.6% |
| 1Y | +66.7% | +41.1% | +25.7% | +40.5% |
| 3Y | +161.2% | +163.1% | -1.8% | +69.2% |
| All | +316.7% | +184.1% | +132.6% | +153.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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