+1,248.2%
PANW vs AEIS
+562.2%
+686.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.9% | -7.3% | -3.7% |
| 7D | -0.8% | +2.3% | -3.0% | -1.5% |
| 30D | -14.6% | -14.8% | +0.3% | -11.0% |
| 3M | +18.3% | -15.6% | +33.9% | +21.5% |
| 6M | +100.5% | -8.7% | +109.2% | +97.1% |
| YTD | +79.5% | +37.3% | +42.2% | +52.9% |
| 1Y | +66.7% | +80.3% | -13.6% | +28.8% |
| 3Y | +161.2% | +177.9% | -16.7% | +68.0% |
| 5Y | +322.2% | +235.8% | +86.4% | +149.4% |
| All | +1,248.2% | +562.2% | +686.0% | +512.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling