+331.0%
PANW vs ACWI
+67.2%
+263.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.2% |
| 7D | +2.0% | 0.0% | +2.0% | +2.0% |
| 30D | -13.0% | -0.6% | -12.4% | -12.3% |
| 3M | +28.6% | +4.3% | +24.4% | +22.7% |
| 6M | +103.0% | +12.7% | +90.3% | +75.8% |
| YTD | +81.9% | +13.9% | +68.0% | +55.0% |
| 1Y | +69.6% | +20.5% | +49.1% | +34.9% |
| 3Y | +169.4% | +76.5% | +92.9% | +34.8% |
| 5Y | +331.0% | +67.5% | +263.5% | +139.1% |
| All | +331.0% | +67.2% | +263.8% | +139.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling