+3,705.5%
PANW vs AA
+187.7%
+3,517.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.5% | -2.4% | +0.5% |
| 7D | -6.9% | +1.7% | -8.6% | -7.2% |
| 30D | -7.4% | +3.3% | -10.7% | -8.0% |
| 3M | +26.5% | -29.4% | +55.9% | +33.2% |
| 6M | +104.2% | -12.8% | +117.0% | +106.4% |
| YTD | +82.9% | -2.1% | +85.1% | +80.2% |
| 1Y | +70.7% | +62.8% | +8.0% | +53.1% |
| 3Y | +170.9% | +90.5% | +80.5% | +126.2% |
| 5Y | +334.1% | +19.1% | +315.1% | +275.2% |
| 10Y | +1,275.6% | +124.8% | +1,150.8% | +778.6% |
| All | +3,705.5% | +187.7% | +3,517.9% | +2,206.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling