+273.7%
PANW vs ACGL
+172.4%
+101.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | +2.5% | -1.2% | +3.7% | +2.8% |
| 30D | -18.7% | +12.8% | -31.5% | -21.0% |
| 3M | -16.6% | +12.3% | -28.9% | -19.0% |
| 6M | +49.7% | +15.8% | +33.8% | +43.8% |
| YTD | +75.2% | +13.9% | +61.3% | +68.3% |
| 1Y | +53.6% | +19.0% | +34.6% | +45.6% |
| 3Y | +154.6% | +33.7% | +120.9% | +128.6% |
| All | +273.7% | +172.4% | +101.3% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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