+27.4%
WMT vs PANW
+61.3%
-34.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.4% |
| 7D | +8.8% | -11.8% | +20.5% | +7.6% |
| 30D | +22.9% | -14.4% | +37.4% | +21.4% |
| 3M | +16.1% | -5.0% | +21.1% | +15.7% |
| 6M | -0.5% | +88.6% | -89.0% | +7.7% |
| YTD | +16.7% | +88.9% | -72.3% | +25.5% |
| 1Y | +27.4% | +62.2% | -34.9% | +32.1% |
| All | +27.4% | +61.3% | -34.0% | +32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling