+916.1%
WDC vs PANW
+320.3%
+595.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -2.3% |
| 7D | -4.3% | -0.8% | -3.5% | -4.1% |
| 30D | -1.5% | -14.6% | +13.1% | +2.4% |
| 3M | -15.5% | +18.3% | -33.8% | -20.2% |
| 6M | +66.5% | +100.5% | -34.0% | +33.9% |
| YTD | +159.9% | +79.5% | +80.4% | +114.4% |
| 1Y | +366.0% | +66.7% | +299.2% | +294.1% |
| 3Y | +1,285.8% | +161.2% | +1,124.6% | +895.6% |
| All | +916.1% | +320.3% | +595.8% | +533.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 PANW 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