+316.7%
PANW vs WY
-22.2%
+338.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -0.8% | -4.2% | +3.4% | +0.4% |
| 30D | -14.6% | -10.1% | -4.5% | -12.1% |
| 3M | +18.3% | -8.5% | +26.8% | +20.6% |
| 6M | +100.5% | -3.3% | +103.8% | +99.7% |
| YTD | +79.5% | -4.4% | +83.9% | +78.5% |
| 1Y | +66.7% | -11.5% | +78.2% | +70.4% |
| 3Y | +161.2% | -24.3% | +185.6% | +174.7% |
| All | +316.7% | -22.2% | +338.9% | +369.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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