+84.2%
JNJ vs PANW
+320.3%
-236.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.3% |
| 7D | -3.5% | -0.8% | -2.7% | -3.5% |
| 30D | +2.3% | -14.6% | +16.9% | +2.0% |
| 3M | +12.0% | +18.3% | -6.3% | +12.3% |
| 6M | +10.5% | +100.5% | -90.0% | +11.7% |
| YTD | +30.4% | +79.5% | -49.1% | +31.8% |
| 1Y | +52.1% | +66.7% | -14.6% | +53.8% |
| 3Y | +77.8% | +161.2% | -83.4% | +78.6% |
| All | +84.2% | +320.3% | -236.1% | +84.1% |
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