+3,112.7%
ASML vs PANW
+3,525.7%
-413.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.0% |
| 7D | +1.1% | -10.3% | +11.4% | +4.3% |
| 30D | +2.2% | -8.1% | +10.3% | +4.1% |
| 3M | -2.3% | +19.3% | -21.6% | -8.5% |
| 6M | +23.0% | +110.2% | -87.2% | -4.9% |
| YTD | +61.1% | +80.9% | -19.9% | +29.8% |
| 1Y | +129.1% | +73.3% | +55.9% | +87.2% |
| 3Y | +165.4% | +174.6% | -9.2% | +79.0% |
| 5Y | +109.5% | +327.1% | -217.6% | +20.3% |
| 10Y | +1,645.7% | +1,277.3% | +368.4% | +617.1% |
| All | +3,112.7% | +3,525.7% | -413.0% | +1,072.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling