+62.2%
PANW vs AEM
+17.3%
+44.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.7% | -10.3% | -1.1% |
| 7D | -11.8% | +0.2% | -12.0% | -11.8% |
| 30D | -14.4% | +0.1% | -14.5% | -14.4% |
| 3M | -5.0% | +22.1% | -27.1% | -7.1% |
| 6M | +88.6% | +2.4% | +86.1% | +85.7% |
| YTD | +88.9% | +8.9% | +80.0% | +71.2% |
| 1Y | +62.2% | +18.7% | +43.5% | +40.8% |
| All | +62.2% | +17.3% | +44.9% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling