+532.4%
PANW vs ALHC
-29.3%
+561.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | -6.9% | -1.0% | -6.0% | -6.9% |
| 30D | -7.4% | -6.3% | -1.1% | -7.0% |
| 3M | +26.5% | -12.3% | +38.8% | +27.2% |
| 6M | +104.2% | -27.0% | +131.2% | +107.5% |
| YTD | +82.9% | -31.8% | +114.8% | +86.5% |
| 1Y | +70.7% | -17.0% | +87.7% | +70.6% |
| 3Y | +170.9% | +159.8% | +11.1% | +125.4% |
| 5Y | +334.1% | -25.1% | +359.3% | +290.9% |
| All | +532.4% | -29.3% | +561.8% | +464.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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