+82.0%
PANW vs ADVB
-97.4%
+179.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.9% | -4.3% | -1.4% |
| 7D | -6.8% | -4.1% | -2.7% | -6.7% |
| 30D | -22.1% | -60.3% | +38.2% | -21.0% |
| 3M | -15.2% | -73.3% | +58.1% | -13.7% |
| 6M | +57.0% | -65.9% | +122.9% | +56.2% |
| YTD | +77.2% | -63.9% | +141.0% | +72.8% |
| 1Y | +50.7% | -74.1% | +124.9% | +48.0% |
| All | +82.0% | -97.4% | +179.4% | +108.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling