+2,390.4%
WDC vs PANW
+3,545.7%
-1,155.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | +7.5% | +2.0% | +5.5% | +6.8% |
| 30D | +10.1% | -13.0% | +23.0% | +14.2% |
| 3M | -6.8% | +28.6% | -35.4% | -14.8% |
| 6M | +84.1% | +103.0% | -18.8% | +43.7% |
| YTD | +180.3% | +81.9% | +98.3% | +124.7% |
| 1Y | +411.1% | +69.6% | +341.5% | +319.8% |
| 3Y | +1,375.0% | +169.4% | +1,205.6% | +905.5% |
| 5Y | +991.6% | +331.0% | +660.6% | +508.3% |
| 10Y | +1,309.1% | +1,292.3% | +16.8% | +410.4% |
| All | +2,390.4% | +3,545.7% | -1,155.2% | +665.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling