+4,404.4%
DELL vs PANW
+1,278.8%
+3,125.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.3% | +14.3% | +12.8% |
| 7D | +8.2% | -0.8% | +9.0% | +8.4% |
| 30D | +17.1% | -14.6% | +31.7% | +22.6% |
| 3M | +45.2% | +18.3% | +26.9% | +35.1% |
| 6M | +286.8% | +100.5% | +186.3% | +203.9% |
| YTD | +354.8% | +79.5% | +275.3% | +268.8% |
| 1Y | +358.3% | +66.7% | +291.5% | +280.7% |
| 3Y | +724.9% | +161.2% | +563.7% | +474.0% |
| 5Y | +1,193.7% | +322.2% | +871.5% | +629.8% |
| All | +4,404.4% | +1,278.8% | +3,125.7% | +1,527.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling