+161.2%
PANW vs AEE
+46.3%
+115.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -0.8% | -0.8% | 0.0% | -0.9% |
| 30D | -14.6% | -2.9% | -11.6% | -14.9% |
| 3M | +18.3% | -2.4% | +20.7% | +17.7% |
| 6M | +100.5% | -2.7% | +103.2% | +99.5% |
| YTD | +79.5% | +7.3% | +72.2% | +78.7% |
| 1Y | +66.7% | +7.5% | +59.2% | +66.0% |
| 3Y | +161.2% | +46.2% | +115.0% | +181.0% |
| All | +161.2% | +46.3% | +115.0% | +181.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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