+316.7%
PANW vs ADM
+65.2%
+251.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -0.8% | +2.5% | -3.3% | -1.0% |
| 30D | -14.6% | +9.5% | -24.0% | -15.2% |
| 3M | +18.3% | +10.6% | +7.7% | +17.3% |
| 6M | +100.5% | +24.0% | +76.5% | +96.7% |
| YTD | +79.5% | +54.0% | +25.6% | +73.0% |
| 1Y | +66.7% | +45.3% | +21.4% | +61.3% |
| 3Y | +161.2% | +21.8% | +139.5% | +159.5% |
| All | +316.7% | +65.2% | +251.4% | +323.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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