+7.0%
WMT vs PANW
+74.0%
-67.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.1% |
| 7D | +3.9% | -10.3% | +14.2% | +2.8% |
| 30D | -4.4% | -8.1% | +3.7% | -5.1% |
| 3M | -8.8% | +19.3% | -28.1% | -5.7% |
| 6M | -15.6% | +110.2% | -125.8% | -6.8% |
| YTD | -3.2% | +80.9% | -84.1% | +4.2% |
| 1Y | +7.0% | +73.3% | -66.2% | +11.9% |
| All | +7.0% | +74.0% | -67.0% | +11.9% |
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