+101.9%
WMT vs PANW
+164.6%
-62.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.7% | +1.5% |
| 7D | 0.0% | -0.8% | +0.8% | 0.0% |
| 30D | -7.4% | -14.6% | +7.1% | -6.7% |
| 3M | -10.9% | +18.3% | -29.2% | -12.2% |
| 6M | -12.7% | +100.5% | -113.2% | -18.6% |
| YTD | -3.2% | +79.5% | -82.7% | -8.7% |
| 1Y | +5.3% | +66.7% | -61.5% | -0.1% |
| 3Y | +101.9% | +161.2% | -59.4% | +69.7% |
| All | +101.9% | +164.6% | -62.8% | +69.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling