+87.9%
PANW vs ADVB
-88.8%
+176.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.8% | +4.9% | +1.2% |
| 7D | -6.9% | -14.0% | +7.0% | -6.7% |
| 30D | -7.4% | +41.0% | -48.4% | -7.8% |
| 3M | +26.5% | +127.9% | -101.4% | +22.4% |
| 6M | +104.2% | +101.3% | +2.8% | +94.1% |
| YTD | +82.9% | +53.8% | +29.2% | +75.0% |
| 1Y | +70.7% | +4.4% | +66.3% | +63.7% |
| All | +87.9% | -88.8% | +176.7% | +111.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 3y: compounded portfolio wealth divided by compounded ADVB 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…
3y analysis · Full analysis span regression · 6 months rolling