+316.7%
PANW vs ALL
+115.3%
+201.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.4% |
| 7D | -0.8% | -2.3% | +1.5% | -0.5% |
| 30D | -14.6% | -0.4% | -14.1% | -14.6% |
| 3M | +18.3% | +16.0% | +2.3% | +15.0% |
| 6M | +100.5% | +24.6% | +75.9% | +92.1% |
| YTD | +79.5% | +23.7% | +55.8% | +71.8% |
| 1Y | +66.7% | +27.7% | +39.0% | +58.2% |
| 3Y | +161.2% | +150.2% | +11.0% | +117.9% |
| All | +316.7% | +115.3% | +201.4% | +265.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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