+3,705.5%
PANW vs AG
+37.7%
+3,667.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +1.2% |
| 7D | -6.9% | +4.5% | -11.4% | -7.2% |
| 30D | -7.4% | +12.9% | -20.2% | -8.2% |
| 3M | +26.5% | +20.9% | +5.6% | +24.7% |
| 6M | +104.2% | -19.5% | +123.7% | +105.4% |
| YTD | +82.9% | +24.8% | +58.1% | +78.1% |
| 1Y | +70.7% | +120.2% | -49.5% | +59.8% |
| 3Y | +170.9% | +279.0% | -108.1% | +140.7% |
| 5Y | +334.1% | +67.9% | +266.2% | +297.9% |
| 10Y | +1,275.6% | +57.5% | +1,218.1% | +1,111.1% |
| All | +3,705.5% | +37.7% | +3,667.8% | +3,021.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling