+3,722.6%
PANW vs WY
+61.9%
+3,660.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +1.9% |
| 7D | +2.0% | -3.7% | +5.7% | +3.2% |
| 30D | -11.8% | -11.3% | -0.5% | -8.4% |
| 3M | +28.6% | -8.1% | +36.7% | +31.4% |
| 6M | +104.4% | -7.4% | +111.9% | +107.2% |
| YTD | +83.8% | -4.7% | +88.5% | +83.5% |
| 1Y | +71.5% | -9.2% | +80.7% | +73.8% |
| 3Y | +172.2% | -24.7% | +196.9% | +187.9% |
| 5Y | +332.2% | -21.6% | +353.8% | +348.5% |
| 10Y | +1,306.4% | +6.7% | +1,299.7% | +1,108.4% |
| All | +3,722.6% | +61.9% | +3,660.7% | +3,044.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling