+1,248.2%
PANW vs AA
+122.9%
+1,125.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -0.8% | -3.4% | +2.6% | -0.3% |
| 30D | -14.6% | -5.8% | -8.8% | -13.9% |
| 3M | +18.3% | -29.9% | +48.2% | +24.3% |
| 6M | +100.5% | -27.0% | +127.5% | +108.3% |
| YTD | +79.5% | -8.7% | +88.2% | +78.9% |
| 1Y | +66.7% | +50.6% | +16.1% | +52.4% |
| 3Y | +161.2% | +74.1% | +87.2% | +124.0% |
| 5Y | +322.2% | +2.6% | +319.6% | +278.9% |
| All | +1,248.2% | +122.9% | +1,125.3% | +805.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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