+3,722.6%
PANW vs AEM
+576.8%
+3,145.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +1.2% |
| 7D | +2.0% | -5.0% | +7.0% | +2.3% |
| 30D | -11.8% | +8.5% | -20.3% | -12.3% |
| 3M | +28.6% | +29.3% | -0.7% | +26.5% |
| 6M | +104.4% | -12.9% | +117.4% | +105.2% |
| YTD | +83.8% | +16.8% | +67.0% | +81.0% |
| 1Y | +71.5% | +29.8% | +41.7% | +67.8% |
| 3Y | +172.2% | +336.7% | -164.6% | +148.3% |
| 5Y | +332.2% | +299.9% | +32.3% | +293.0% |
| 10Y | +1,306.4% | +362.2% | +944.1% | +1,163.7% |
| All | +3,722.6% | +576.8% | +3,145.8% | +3,240.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling