+62.2%
PANW vs AG
+29.4%
+32.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.1% | -9.8% | -1.1% |
| 7D | -11.8% | -2.6% | -9.2% | -11.7% |
| 30D | -14.4% | -12.1% | -2.3% | -13.9% |
| 3M | -5.0% | -6.6% | +1.6% | -5.5% |
| 6M | +88.6% | -20.5% | +109.0% | +88.0% |
| YTD | +88.9% | -7.4% | +96.4% | +76.6% |
| 1Y | +62.2% | +33.4% | +28.8% | +39.8% |
| All | +62.2% | +29.4% | +32.9% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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