+316.7%
PANW vs ACI
-39.5%
+356.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.2% | -5.6% | -2.4% |
| 7D | -0.8% | -3.7% | +3.0% | -0.7% |
| 30D | -14.6% | +0.6% | -15.1% | -14.6% |
| 3M | +18.3% | -20.3% | +38.6% | +18.9% |
| 6M | +100.5% | -24.7% | +125.1% | +101.8% |
| YTD | +79.5% | -27.2% | +106.7% | +80.8% |
| 1Y | +66.7% | -32.7% | +99.4% | +68.5% |
| 3Y | +161.2% | -43.9% | +205.1% | +166.2% |
| All | +316.7% | -39.5% | +356.2% | +318.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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