+332.2%
PANW vs ALB
-48.1%
+380.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.5% |
| 7D | +2.0% | -7.6% | +9.6% | +3.3% |
| 30D | -11.8% | -5.6% | -6.2% | -11.1% |
| 3M | +28.6% | -16.8% | +45.4% | +32.0% |
| 6M | +104.4% | -26.3% | +130.7% | +112.2% |
| YTD | +83.8% | -13.2% | +97.0% | +83.5% |
| 1Y | +71.5% | +68.8% | +2.7% | +49.5% |
| 3Y | +172.2% | -30.7% | +202.8% | +171.5% |
| 5Y | +332.2% | -46.3% | +378.5% | +345.7% |
| All | +332.2% | -48.1% | +380.3% | +345.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 5y: compounded portfolio wealth divided by compounded ALB 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…
5y analysis · Full analysis span regression · 6 months rolling