+47.6%
PANW vs AGG
-0.2%
+47.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.2% | -9.8% | -9.7% |
| 7D | -17.3% | +0.5% | -17.8% | -17.6% |
| 30D | -25.1% | +2.4% | -27.5% | -26.6% |
| 3M | -13.2% | -0.8% | -12.5% | -11.2% |
| 6M | +71.0% | -0.8% | +71.9% | +74.6% |
| YTD | +70.8% | -0.6% | +71.5% | +73.5% |
| 1Y | +47.6% | 0.0% | +47.6% | +49.6% |
| All | +47.6% | -0.2% | +47.8% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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