+316.7%
PANW vs AEIS
+232.6%
+84.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.9% | -7.3% | -3.6% |
| 7D | -0.8% | +2.3% | -3.0% | -1.5% |
| 30D | -14.6% | -14.8% | +0.3% | -11.3% |
| 3M | +18.3% | -15.6% | +33.9% | +21.2% |
| 6M | +100.5% | -8.7% | +109.2% | +96.6% |
| YTD | +79.5% | +37.3% | +42.2% | +51.0% |
| 1Y | +66.7% | +80.3% | -13.6% | +25.6% |
| 3Y | +161.2% | +177.9% | -16.7% | +57.8% |
| All | +316.7% | +232.6% | +84.1% | +121.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling