+1,137.4%
PANW vs ACWI
+225.4%
+912.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -2.9% |
| 7D | +2.5% | +2.7% | -0.2% | -0.2% |
| 30D | -18.7% | -2.6% | -16.1% | -16.1% |
| 3M | -16.6% | -3.2% | -13.5% | -13.5% |
| 6M | +49.7% | +1.9% | +47.8% | +47.5% |
| YTD | +75.2% | +11.3% | +63.8% | +56.1% |
| 1Y | +53.6% | +11.7% | +42.0% | +36.6% |
| 3Y | +154.6% | +74.4% | +80.2% | +42.3% |
| 5Y | +275.8% | +59.5% | +216.3% | +132.3% |
| All | +1,137.4% | +225.4% | +912.1% | +301.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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