+3,684.3%
PANW vs ADI
+1,208.1%
+2,476.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | +2.0% | +2.6% | -0.6% | +0.9% |
| 30D | -13.0% | -4.6% | -8.3% | -11.3% |
| 3M | +28.6% | -9.5% | +38.1% | +33.0% |
| 6M | +103.0% | +14.8% | +88.1% | +86.4% |
| YTD | +81.9% | +35.8% | +46.1% | +53.7% |
| 1Y | +69.6% | +48.9% | +20.7% | +37.0% |
| 3Y | +169.4% | +115.6% | +53.9% | +74.4% |
| 5Y | +331.0% | +135.1% | +195.9% | +162.1% |
| 10Y | +1,292.3% | +636.4% | +655.8% | +336.8% |
| All | +3,684.3% | +1,208.1% | +2,476.2% | +733.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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