+3,684.3%
PANW vs AEIS
+2,361.1%
+1,323.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.6% | -0.3% |
| 7D | +2.0% | +6.5% | -4.4% | +0.3% |
| 30D | -13.0% | -9.2% | -3.8% | -11.0% |
| 3M | +28.6% | -8.3% | +37.0% | +29.3% |
| 6M | +103.0% | -6.3% | +109.3% | +98.5% |
| YTD | +81.9% | +36.5% | +45.4% | +56.5% |
| 1Y | +69.6% | +84.8% | -15.1% | +31.7% |
| 3Y | +169.4% | +176.6% | -7.1% | +77.7% |
| 5Y | +331.0% | +237.1% | +93.9% | +162.1% |
| 10Y | +1,292.3% | +554.7% | +737.6% | +532.5% |
| All | +3,684.3% | +2,361.1% | +1,323.2% | +1,154.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling