+3,539.1%
PANW vs ACWI
+368.6%
+3,170.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | +0.2% |
| 7D | +2.7% | +2.4% | +0.2% | +0.1% |
| 30D | -14.1% | -1.7% | -12.4% | -12.2% |
| 3M | -18.6% | -3.9% | -14.7% | -14.9% |
| 6M | +41.5% | +0.8% | +40.7% | +41.0% |
| YTD | +74.9% | +11.0% | +63.9% | +56.3% |
| 1Y | +57.4% | +13.1% | +44.3% | +37.9% |
| 3Y | +152.1% | +73.9% | +78.2% | +40.7% |
| 5Y | +275.3% | +59.0% | +216.3% | +132.7% |
| 10Y | +1,139.3% | +224.4% | +915.0% | +266.4% |
| All | +3,539.1% | +368.6% | +3,170.5% | +759.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling