+316.7%
PANW vs AEE
+38.7%
+278.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -0.8% | -0.8% | 0.0% | -0.7% |
| 30D | -14.6% | -2.9% | -11.6% | -14.5% |
| 3M | +18.3% | -2.4% | +20.7% | +18.1% |
| 6M | +100.5% | -2.7% | +103.2% | +100.0% |
| YTD | +79.5% | +7.3% | +72.2% | +76.8% |
| 1Y | +66.7% | +7.5% | +59.2% | +64.0% |
| 3Y | +161.2% | +46.2% | +115.0% | +149.1% |
| All | +316.7% | +38.7% | +278.0% | +307.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling