+390.9%
AMD vs PANW
+331.7%
+59.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.3% |
| 7D | +14.0% | +2.0% | +12.0% | +13.1% |
| 30D | +11.0% | -13.0% | +23.9% | +16.7% |
| 3M | +9.6% | +28.6% | -19.0% | -3.4% |
| 6M | +157.1% | +103.0% | +54.1% | +81.1% |
| YTD | +143.3% | +81.9% | +61.4% | +78.9% |
| 1Y | +234.4% | +69.6% | +164.8% | +155.1% |
| 3Y | +391.2% | +169.4% | +221.7% | +172.8% |
| 5Y | +390.9% | +331.0% | +59.9% | +93.5% |
| All | +390.9% | +331.7% | +59.2% | +93.5% |
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