+268.9%
AMAT vs PANW
+338.1%
-69.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +3.6% |
| 7D | +7.0% | -6.9% | +13.9% | +9.6% |
| 30D | -12.2% | -7.4% | -4.8% | -10.4% |
| 3M | -3.8% | +26.5% | -30.4% | -12.4% |
| 6M | +45.9% | +104.2% | -58.2% | +10.1% |
| YTD | +84.6% | +82.9% | +1.7% | +44.2% |
| 1Y | +193.4% | +70.7% | +122.6% | +135.6% |
| 3Y | +228.1% | +170.9% | +57.1% | +104.6% |
| 5Y | +268.9% | +334.1% | -65.2% | +69.3% |
| All | +268.9% | +338.1% | -69.1% | +69.3% |
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