+167.6%
AMAT vs PANW
+298.4%
-130.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.5% | +3.6% | +5.2% |
| 7D | +7.0% | -3.9% | +10.9% | +8.9% |
| 30D | -20.6% | -17.2% | -3.4% | -15.2% |
| 3M | -24.8% | -12.9% | -11.9% | -22.0% |
| 6M | -10.7% | +56.5% | -67.3% | -25.6% |
| YTD | +54.3% | +81.6% | -27.3% | +20.1% |
| 1Y | +73.7% | +53.2% | +20.5% | +44.5% |
| 3Y | +168.4% | +163.9% | +4.5% | +68.7% |
| 5Y | +167.6% | +295.1% | -127.6% | +35.4% |
| All | +167.6% | +298.4% | -130.9% | +35.4% |
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