+3,634.0%
PANW vs AGI
+172.1%
+3,462.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.3% |
| 7D | -0.8% | -2.7% | +2.0% | -0.7% |
| 30D | -14.6% | +7.2% | -21.8% | -14.9% |
| 3M | +18.3% | +4.3% | +14.0% | +17.9% |
| 6M | +100.5% | -27.1% | +127.6% | +102.3% |
| YTD | +79.5% | -6.6% | +86.1% | +79.1% |
| 1Y | +66.7% | +9.5% | +57.2% | +65.2% |
| 3Y | +161.2% | +208.4% | -47.2% | +149.5% |
| 5Y | +322.2% | +401.6% | -79.4% | +296.2% |
| 10Y | +1,273.8% | +387.3% | +886.5% | +1,189.7% |
| All | +3,634.0% | +172.1% | +3,462.0% | +3,507.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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